<a href="https://support.pipedrive.tools/academy/security-dashboard">Security dashboard</a>

Campaign reports

In Pipedrive, your subscription is calculated by the number of seats you have in your account. An active (or invited) user will always take up one seat once they have been added to Pipedrive, but it is possible to have empty seats if users have been deactivated or not added yet. 
We separate users and seats in Pipedrive to make it easier to deactivate and replace users without creating any immediate changes in your subscription. 
<ul>
<li>
Seat— The number of possible active users in your account. You will be billed by the number of seats you have. Extra seats can be removed by going to your <a href="/settings/subscription">Billing tab</a>. </li>
<li>
User— The users you have added to your Pipedrive account. You can have less active users than seats, but you will still be charged by the number of seats in your account. You can manage your users by going to Company &gt; <a href="/settings/users">Manage users</a>. </li>
</ul>
 We recommend filling in any free seats with users or removing unused seats you are not planning to fill so you don't end up paying for more than you use. 
 What happens to my billing when I deactivate a user?
When you <a href="https://support.pipedrive.com/hc/en/articles/115005422805-How-can-I-deactivate-a-user-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005422805">deactivate</a> a user in your company account, you will be given the option to keep or remove the seat.
If you keep the seat, you can easily replace the deactivated user with a new user without any updates to your billing. If you choose to remove the seat, the changes will take effect in your subscription the beginning of the next billing cycle.

What is the difference between a User and a Seat?

Organizing your leads, deals, contact people, organizations, activities, and emails are essential to your sales process. Pipedrive helps you to organize all of your items while allowing you to link them together for better visibility.
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Leads</a>
<a href="#C2IamCs">2: Deals</a>
<a href="#C3IamCs">3: People (Contacts)</a>
<a href="#C4IamCs">4: Organizations (Contacts)</a>
<a href="#C5IamCs">5: Activities</a>
<a href="#C6IamCs">6: Mail</a>
</div>

<img class="vidyard-player-embed" src="https://play.vidyard.com/qsnmyoYU9MRe9gJG3KwZaw.jpg" data-uuid="qsnmyoYU9MRe9gJG3KwZaw" data-v="4" data-type="inline">
<div class="support-note primary">
If you are just getting started with Pipedrive, you can check out our Get started with the basics <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank">Pipedrive Academy course</a>.</div>

<hr>
<h2>
<a name="C1IamCs"></a>Leads</h2>
<h2><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.28.12_PM__1_.png" alt="Screen_Shot_2020-07-09_at_2.28.12_PM__1_.png" width="300" height="482"></h2>
At the beginning of your sales process, you may have potential deals sitting in your pipeline that you are not ready to start working on yet.
Pipedrive's Leads inbox is a separate inbox to keep your prequalified Leads in before they become <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deals</a>. Once you decide which Leads can be qualified, you can easily convert them to deals and add them directly into your pipeline. You can read more information about our Leads inbox in this <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">article</a>.
<ul>
<li>
You can add leads by spreadsheet import, by clicking the Add lead button, or via <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">Leadbooster. </a>You can read more about how to add new leads <a href="https://support.pipedrive.com/hc/en/articles/360002295337-How-can-I-add-Leads-to-my-Leads-inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002295337">here</a>.
</li>
<li>When adding a Lead through the Add Lead dialog, all fields are optional except either the Organization name or the Person name.</li>
<li>The order of the Leads in your Leads inbox is determined by the activity status of each Lead with Leads needing the most urgent attention at the top and lowest urgency at the bottom.</li>
<li>When you've qualified the lead and are ready to pursue it as a deal in your pipeline, you can click Convert to deal. This will bring you to a new dialog, where you can define the pipeline, visibility, and value of your new deal. </li>
</ul>

<hr>
<h2>
<a name="C2IamCs"></a>Deals <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.28.25_PM.png" alt="Screen_Shot_2020-07-09_at_2.28.25_PM.png" width="300" height="450">
</h2>
 The ongoing transaction you are pursuing with a Person or Organization in Pipedrive is tracked as a deal, which is processed through the stages of your <a href="https://support.pipedrive.com/hc/en/articles/360000106229" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106229">pipeline</a> until it is either Won or Lost.
In Pipedrive, deals contain all of the actions taken towards the closing of a sale. Deals will also pull all information from the Person or Organization that they are associated with, which you can find in the Detail View of that deal. In this <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">article</a>, you can read more about Deals in Pipedrive.
<ul>
<li>Deals can be associated with a Person and/or an Organization.</li>
<li>Deals track all events and movements that take place throughout your sales process.</li>
<li>Since a Deal is connected to a contact, any actions you perform on the Deal will also be associated with the Person/Organization related to it.</li>
<li>Deals can be <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from a CSV or XLS file</a>.</li>
<li>The progress of the deals in your account is tracked as <a href="https://support.pipedrive.com/hc/en/articles/207435039-Company-reports" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207435039">Progress</a> in your account.</li>
</ul>

<hr>
<h2>
<a name="C3IamCs"></a>People (Contacts)</h2>
<h2><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.39.16_PM.png" alt="Screen_Shot_2020-07-09_at_2.39.16_PM.png" width="300" height="480"></h2>
 <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">People contacts</a> are the specific customers that you are selling to from Pipedrive. Any information relating to each contact such as scheduled activities, or emails will be tracked in the <a href="https://support.pipedrive.com/hc/en/articles/360000106249-Detail-View" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000106249">Detail View</a> of that Person.
<ul>
<li>People contacts can be linked to one Organization.</li>
<li>They can have multiple Deals open for them at the same time.</li>
<li>Your people contacts can be synced with your <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">contact provider</a>, <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from a CSV or XLS file</a>.</li>
</ul>

<hr>
<h2>
<a name="C4IamCs"></a>Organizations (Contacts)</h2>
<h2><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-01_at_10.09.03.png" alt="Screenshot_2020-09-01_at_10.09.03.png" width="300" height="456"></h2>
 <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">Organizations</a> are usually the companies that contact people work at. All of the People related to an Organization will be listed in its Detail View, along with any <a href="https://support.pipedrive.com/hc/en/articles/360002748697-How-can-I-add-notes-to-a-deal-or-contact-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002748697">Notes</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">Activities</a> linked to any People or Deals related to the Organization. 
<ul>
<li>Organizations contain information like a mailing address or industry information.</li>
<li>You can link multiple People to your Organizations.</li>
<li>They can have multiple Deals open for an Organization</li>
<li>Organizations can be synced with your <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">contact provider</a>, <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from a CSV or XLS file</a>.</li>
</ul>


<hr>
<h2>
<a name="C5IamCs"></a>Activities</h2>
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_2.28.53_PM.png" alt="Screen_Shot_2020-07-09_at_2.28.53_PM.png" width="300" height="492"> An activity represents any action on your part towards the closing of a sale. It can be a phone call, a lunch meeting, or any other event you schedule with a contact. You can schedule activities in relation to a Person, Organization, or a Deal. You can read <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">this article</a> for more information on Activities in Pipedrive.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-05_at_12.34.26.png" alt="Screenshot_2020-06-05_at_12.34.26.png" width="700" height="343">
<ul>
<li>Your activities can be <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">synced with several calendar providers</a>.</li>
<li>Activities can be associated with both a Person and an Organization.</li>
<li>Associating an Activity with a Deal will also associate the Activity with the Deal's assigned Person and/or Organization.</li>
<li>Activities can be <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">imported from a CSV or XLS file</a>.</li>
</ul>

<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-05_at_12.32.22.png" alt="Screenshot_2020-06-05_at_12.32.22.png">

<hr>
<h2>
<a name="C6IamCs"></a> Mail</h2>
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-01_at_10.10.56.png" alt="Screenshot_2020-09-01_at_10.10.56.png" width="300" height="544"> The Mail tab of your Pipedrive account holds all emails that you decide to keep a record of in Pipedrive. Your mail is tracked along with your People and Deals through Pipedrive's <a href="https://support.pipedrive.com/hc/en/articles/360000030169-Email-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000030169">Email Sync</a> if you are on the advanced, professional, or enterprise plans. On our essential plan you can use Pipedrive's <a href="https://support.pipedrive.com/hc/en/articles/360000015825-Smart-Email-BCC" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000015825">Smart Email BCC</a>.
<ul>
<li>If the Person you have emailed exists in Pipedrive, the email will be associated with them. If the Person does not exist yet in Pipedrive, the email will create a new Person and link that email thread to them.</li>
<li>Replies from your contacts will be forwarded to your Pipedrive Mailbox, and Pipedrive will document them in the same email thread as a reply from the customer.</li>
<li>Attachments in emails are available everywhere the email is associated and are also available in the Files tab of any detail page.</li>
<li>If a Deal is open for the contact who the email has been sent to, Pipedrive will associate the email thread with the Person as well as the open Deal.</li>
</ul>
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-05_at_12.13.50.png" alt="Screenshot_2020-06-05_at_12.13.50.png">

<div class="support-note primary">
Note: If multiple deals are open for a Person who has been sent an email, Pipedrive will provide a list of all open deals for that Person, and allow you to choose which deal to associate to the email.</div>

How is Pipedrive data organized?

As a busy salesperson, you may need to be quickly moving around in the Pipedrive app to find the information that is most relevant to you at that moment. To aid you in your quick maneuvering, Pipedrive has different keyboard shortcuts navigating around and adding new items. 
Adding an item
To add a new item, you can click on the + sign at the top of the page, or else click your full stop button on your keyboard (.).
<figure><img src="https://kb-cms.pipedriveassets.com/additem.png" data-image="12597"></figure>
 Pressing the keys associated in the Quick Menu section will immediately open the Add new ____ dialog for the intended item, which is useful for a large number of tasks, such as quickly adding a note to a contact that calls you unexpectedly.
<figure><img src="https://kb-cms.pipedriveassets.com/quickactions.png" data-image="12594"></figure>

<hr>
Navigating Pipedrive
Pressing the number keys associated with each tab in the Primary Navigation will bring you right to that specific portion of Pipedrive. Hover over the tab in the navigation sidebar to see what number you should press to be taken straight to that page.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-09-01_at_16-36-28.gif" alt="Screen_Capture_on_2020-09-01_at_16-36-28.gif" data-image="43b6lmdarko1"></figure>

Quick Actions in Pipedrive

When a Pipedrive account is created, both a user account and a company account are created.
The user account is a specific user — Dwight Schrute — who accesses Pipedrive using their login credentials. The company account — Dunder Mifflin Paper Company Inc. — is the database of information that the users access within Pipedrive, and can contain many different users.

Pipedrive User vs. Company Account

When a Pipedrive account is created, both a user account and a company account are created. That company account is your company, which you can invite your work colleagues to join you in as users, to access the same database. An organization in Pipedrive is someone else's company. Specifically, it is any other company that you are looking to work with, sell to, or otherwise inquire with about your sales process.

Organization vs. Company Account

If you are using a keyboard that is programmed for right-to-left languages — like Persian, Urdu, Hebrew, and Arabic — the Pipedrive email, signature, and note composers will recognize that keyboard input, and format your typed content appropriately from right-to-left. If you already have an <a href="https://support.pipedrive.com/hc/en/articles/115005672305-Email-Signature" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005672305">Email Signature</a> set within Pipedrive in a left-to-right language, you will need to edit that signature using your right-to-left keyboard in order for the formatting to save correctly.&nbsp; However, this does not affect the general alignment of the Pipedrive pipelines, or the display of any other displayed aspect of the Pipedrive UI.&nbsp;

Does Pipedrive support right-to-left language input?

Pipedrive offers numerous syncs to seamlessly connect your emails, contacts, calendars, and Google Drive to your Pipedrive account.&nbsp; This makes it easier for you to set up your account according to your daily workflow and removes the need to manually add data to Pipedrive.&nbsp;
<img class="vidyard-player-embed" src="https://play.vidyard.com/Bc5JzoG52JRPAq1WveUQB5.jpg" data-uuid="Bc5JzoG52JRPAq1WveUQB5" data-v="4" data-type="inline">
<div class="support-sections">
 
Sections
<a href="#C1IamCs">1: Email Sync</a>
<a href="#C2IamCs">2: Calendar Sync</a>
<a href="#C3IamCs">3: Contact Sync</a>
<a href="#C5IamCs">4: Google Drive</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a> Email Sync</h2>
<div class="support-note primary">
Note:&nbsp;The&nbsp;Email Sync&nbsp;feature is one of the many useful features of Pipedrive’s Advanced, Professional, and Enterprise plans. To learn how to switch plans, click&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115005977469" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005977469">here</a>.&nbsp;</div>
 The Email Sync feature allows you to sync your email to your Pipedrive inbox so that you can email your clients from within Pipedrive and view emails in your contact or deal detail views.&nbsp; The email sync will intuitively calculate which contacts and deals your emails should be linked to.&nbsp; Read this <a href="https://support.pipedrive.com/hc/en/articles/360000030169-Email-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000030169">article</a> for more information on the Email Sync, and how to set it up.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-15_at_12.15.46.png" alt="Screenshot_2020-06-15_at_12.15.46.png" width="701" height="345"> The Email Sync feature is compatible with major providers, including:
<ul>
<li>Gmail and Google Apps</li>
<li>Yahoo! Mail</li>
<li><a href="https://support.pipedrive.com/hc/en/articles/360001598698-How-can-I-connect-my-Email-Sync-with-Microsoft-Exchange-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001598698">Microsoft Exchange (ActiveSync)</a></li>
<li>Outlook.com (aka Hotmail)</li>
<li>iCloud (aka MobileMe or DotMac)</li>
</ul>
 Depending on your preferences, you can choose to sync all emails to Pipedrive, or only certain labels. The email sync also has <a href="https://support.pipedrive.com/hc/en/articles/115004479825-Email-Templates" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115004479825">templates</a>, <a href="https://support.pipedrive.com/hc/en/articles/115005541949-Email-Tracking" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005541949">email tracking</a>, and <a href="https://support.pipedrive.com/hc/en/articles/115005672305-Email-Signature" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005672305">email signature</a> functionality.
<div class="support-note primary">
Note:&nbsp;Unfortunately there is no way to connect your POP3 server with the Pipedrive&nbsp;Email Sync.&nbsp;The Email Sync feature of Pipedrive only supports IMAP or Exchange credentials for establishing the sync.
</div>

<hr>
<h2>
<a name="C2IamCs"></a>Calendar Sync</h2>
Planning your time is essential in your work and personal life.&nbsp; Pipedrive's Calendar Sync&nbsp;allows you to sync your own calendar to Pipedrive and track your tasks and activities from inside your Pipedrive account.&nbsp;Read this <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000454397">article</a> for more information on the Calendar Sync, and how to set it up.
<div class="support-note primary">
Note:&nbsp;Each user's calendar sync will only sync activities owned by that user in Pipedrive.&nbsp;
</div>
 &nbsp;<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-15_at_12.17.02.png" alt="Screenshot_2020-06-15_at_12.17.02.png" width="699" height="616">
 With the Pipedrive Calendar Sync, you have the option to set up either a one-way or two-way sync depending on your preferences. If you are experiencing issues with our Calendar sync, please read our <a href="https://support.pipedrive.com/hc/en/articles/360001625538-Troubleshooting-the-Calendar-Sync-feature-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001625538">troubleshooting guide. </a>&nbsp;
<hr>
<h2>
<a name="C3IamCs"></a>Contact Sync</h2>
Having all of your contact details up to date and easily accessible is essential in sales.&nbsp; Pipedrive's Contact Sync allows you to add all of your contact people straight to Pipedrive from your provider automatically, cutting out any manual work.&nbsp;Read this <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000446718">article</a> for more information on the Contact Sync, and how to set it up.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-06-15_at_12.18.37.png" alt="Screenshot_2020-06-15_at_12.18.37.png" width="699" height="413">
Pipedrive's Contact Sync is currently compatible with:
<ul>
<li>Google</li>
<li>Outlook.com</li>
<li>Microsoft Exchange</li>
<li>Microsoft Office 365</li>
<li>iCloud (only one-way sync due to iCloud limitations)&nbsp;</li>
</ul>
 You have the option to set up either a one-way or two-way sync depending on your preferences. If you are experiencing issues with your Contact sync after filtering for your own contacts, you can read through our Contact Sync <a href="https://support.pipedrive.com/hc/en/articles/360001593897-Troubleshooting-the-Contact-Sync-feature-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001593897">troubleshooting guide</a>.

<hr>
<h2>
<a name="C4IamCs"></a>Google Drive</h2>
Syncing with Google Drive is an excellent option for anyone who uses Google Drive for storing files.
The integration allows you to work efficiently, editing documents without downloading the file, as well as always having the files linked to your items up to date.&nbsp;Read this <a href="https://support.pipedrive.com/hc/en/articles/207290995-Syncing-with-Google-Drive" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207290995">article</a> for more information on the Google Drive integration, and how to set it up.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-01-27_at_13.19.20.png" alt="Screenshot_2020-01-27_at_13.19.20.png" width="699" height="538"> If you are experiencing issues please disconnect and reconnect the sync.&nbsp; If this does not help, please reach out to our <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">support team</a>.
<div class="support-note primary">
Note:&nbsp;To sync with Google Drive, you should have your Google account already synced with your Pipedrive account. If not, then follow the instructions&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/206637979" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206637979">here</a>.</div>

Syncing with your email, calendar, or contacts provider

A good CRM should not only be intuitive and easy to use, but also allow you to use your time in the most efficient way.&nbsp;Our new navigation experience is built around providing you with the tools you need, when you need them, so you can efficiently grow your business and sell with confidence.&nbsp; What was changed?&nbsp;
The horizontal navigation consisting of the most commonly used Pipedrive features was moved to the left hand side to leave room for more products as Pipedrive continues to grow. We are also bringing forward tools that have been hidden in the settings page or sub-menus, so you can spend less time trying to find them and more time using them.&nbsp;
You can read more about why we updated the Pipedrive navigation in <a href="https://www.pipedrive.com/en/blog/pipedrive-navigation-announcement" target="_blank">our blog article</a>. &nbsp;
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Primary navigation and additional tools</a>
<a href="#C2IamCs">2: Secondary navigation</a>
<a href="#C3IamCs">3: Search and quick add </a>
<a href="#C4IamCs">4: Account menu</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Primary navigation &amp; additional tools&nbsp;</h2>
Your most used tools in Pipedrive are now on the left side of the screen in the primary navigation. Leads and Deals are at the top, so you can focus on nurturing leads and closing deals.&nbsp;
Under your Leads and Deals, you will see other useful tools such as your email inbox, calendar, contacts, and insights. Less commonly used tools can be found in an extension panel under "..." (More), and easily accessed whenever you need them.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/primarynavnewnav.gif" alt="primarynavnewnav.gif" width="1266" height="673">
<div>
<img src="https://kb-cms.pipedriveassets.com/primarynavigation.png" alt="primarynavigation.png" width="400" height="507">
<ol>
<li>
Leads—&nbsp;Store and manage your leads in your <a href="https://support.pipedrive.com/hc/en/articles/360001998358" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">Leads Inbox</a> and other leads related features such as <a href="https://support.pipedrive.com/hc/en/articles/360001584177" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001584177">Leadbooster</a>, <a href="https://support.pipedrive.com/hc/en/articles/360008032277" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360008032277">Live chat</a>, and <a href="https://support.pipedrive.com/hc/en/articles/360002296018" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002296018">Web Visitors (Beta)</a>
</li>
<li>
Sales—&nbsp;Manage your <a href="https://support.pipedrive.com/hc/en/articles/207344265" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">Deals</a> and sales processes</li>
<li>
Mail—&nbsp;Correspond with your customers with our <a href="https://support.pipedrive.com/hc/en/articles/360000030169" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000030169">Email Sync</a> and <a href="https://support.pipedrive.com/hc/en/articles/360000015825" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000015825">Smart Email BCC</a>
</li>
<li>
Activities—&nbsp;Manage and schedule <a href="https://support.pipedrive.com/hc/en/articles/207344415" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">activities</a> with your customers&nbsp;</li>
<li>
Contacts—&nbsp;Manage your <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">people contacts</a> and <a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">organizations</a>&nbsp;</li>
<li>
Insights— View <a href="https://support.pipedrive.com/hc/en/articles/360001930658" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001930658">reports and dashboards</a> of your sales performance&nbsp;</li>
<li>
Products—&nbsp;Manage your <a href="https://support.pipedrive.com/hc/en/articles/206759569" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206759569">product catalogue</a> and link them to deals&nbsp;</li>
<li>
More — Additional tools, features, and a place to learn more about Pipedrive 
When you click on the "..."(More), your primary navigation will expand to show additional features and resources that will help you in your sales process.
</li>
<li>
User overview—&nbsp;See an overview of your own/other users' (if you are an admin) activity in Pipedrive</li>
<li>
Workflow automation—&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/360000943985" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000943985">Automate tasks</a> in your day to day workflow&nbsp;</li>
<li>
Webforms—&nbsp;Create <a href="https://support.pipedrive.com/hc/en/articles/208493165" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208493165">embeddable forms</a> to capture leads from your website&nbsp;</li>
<li>
Import data—&nbsp;Easily <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">import</a> your data into Pipedrive through Spreadsheets or through another CRM</li>
<li>
Export data—&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115000797525" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000797525">Export</a> your data to a spreadsheet&nbsp;</li>
<li>
Merge duplicates—&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/360000809337" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000809337">Merge</a> potential duplicate contacts in your account&nbsp;</li>
<li>
Discover—&nbsp;Learn more about what Pipedrive has to offer, including the <a href="https://marketplace.pipedrive.com/" target="_blank">Marketplace</a>, <a href="https://www.pipedrive.com/en/academy" target="_blank">Academy</a>, <a href="https://support.pipedrive.com/hc/en/" target="_blank" data-type="zendeskArticle" data-language="en">Knowledge Base</a>, <a href="https://community.pipedrive.com/" target="_blank">Community</a>, and <a href="https://www.pipedrive.com/en/features/mobile-crm" target="_blank">Mobile apps</a>.</li>
</ol>

</div>
<hr>
<h2>
<a name="C2IamCs"></a>Secondary navigation</h2>
After clicking on an item in your primary navigation, a secondary navigation will expand, providing you with more tools related to the specific area you are in.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/secondarynavcollapse.gif" alt="secondarynavcollapse.gif" width="1221" height="647">
The secondary navigation can be collapsed to maximize your workspace, but you can access it easily even in the collapsed state by hovering your mouse over the edge of the collapsed secondary navigation.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/secondarynavhover.gif" alt="secondarynavhover.gif" width="1457" height="772">

<hr>
<h2>
<a name="C3IamCs"></a>Search and quick add</h2>
The <a href="https://support.pipedrive.com/hc/en/articles/360000269125" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000269125">search functionality</a> is centered to make it easy for you to search for any deals, leads, contacts, products, and attachments in your Pipedrive account.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/searchnewnav.gif" alt="searchnewnav.gif" width="1415" height="750">
Next to the search, you will find our Quick add functionality, where you can easily add any deals, activities, contacts, and products wherever you are in the app.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/quickaddnewnav.gif" alt="quickaddnewnav.gif" width="1483" height="786">

<hr>
<h2>
<a name="C4IamCs"></a>Account menu&nbsp;</h2>
The account menu on the top right corner will bring you to your personal and company-wide settings.
<img src="https://kb-cms.pipedriveassets.com/useraccountnav.png" alt="useraccountnav.png" width="299" height="553">
<ol>
<li>
Switch company—&nbsp;Switch between multiple Pipedrive company accounts&nbsp;</li>
<li>
Personal Preferences— Set up personal preferences, such as setting up notifications or resetting your password</li>
<li>
Invite friends &amp; earn rewards— Invite other users to Pipedrive through our <a href="https://support.pipedrive.com/hc/en/articles/115005413505" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005413505">Referral Program</a> to earn rewards</li>
<li>
Switch back to old navigation— Note: as of December 2020 users will no longer be able to revert to the old navigation.&nbsp;</li>
<li>
Log out— Log out of Pipedrive&nbsp;</li>
<li>
Company settings (admin only)—&nbsp;Manage your company settings, such as company domain and user permissions</li>
<li>
Tools and integrations—&nbsp;Set up tools and integrations in your account to maximize workflow efficiency</li>
<li>
Billing (admin only)—&nbsp;Manage your billing details&nbsp;</li>
<li>
Upgrade plan (admin only)—&nbsp;Upgrade to a higher plan&nbsp;</li>
<li>
Add more users (admin only)—&nbsp;Add more users to your Pipedrive account</li>
</ol>

New Pipedrive navigation

<div class="support-note primary">
Note: Some&nbsp;actions listed are only available to Admin Users.</div>
 Maintaining an effective Pipedrive database can sometimes mean cleaning out data. However, we recognize that not every user should have the ability to delete potentially valuable information from your account. To allow for you to keep your data secure, the ability to delete in Pipedrive an option that can be enabled for certain user groups in permission sets.
As an Admin User, if you would like to adjust permissions regarding the deletion of deals or activities for certain users in your Pipedrive account, you can do so by going to Settings &gt; Manage Users &gt; Permission sets, and adjusting those options to your preference.
<img src="https://kb-cms.pipedriveassets.com/reg_user_1.png" alt="reg_user_1.png" width="602" height="164"> 
<div class="support-note primary">
Note: If you do not see an option to be able to delete a Person or Organization, you are not an Admin User. If you do not see the option to delete a deal or activity, then your Admin User has not enabled this permission.&nbsp;</div>
<h2>
 Deleting items in Pipedrive</h2>
Depending on the situation, you may need to delete items in Pipedrive in many different ways. We've built several different means to delete items in Pipedrive, to help address any situation.&nbsp;
 To delete from the Detail View of an item in Pipedrive:
<ul>
<li>Click on the name of the deal, person, or organization to go to that item's Detail View.</li>
<li>Click on the ... found to the upper right of the Pipedrive app.</li>
<li>Select the Delete option found there.</li>
<li>In the prompt that appears, confirm that you wish to delete this item. 
</li>
</ul>
To delete a deal from the Pipeline View of your Deals tab:
<ul>
<li>Go to your Deals tab, and click on the Pipeline View.</li>
<li>Click on the deal you wish to delete, and drag it to the bottom your screen in the Pipedrive app.</li>
<li>When hovered over the trash can icon, release your mouse-click. 
</li>
</ul>
To delete a selection of items from the List View:
<ul>
<li>Go to the Pipedrive tab of the item(s) you wish to delete — such as Deals, Activities, People, or Organizations.</li>
<li>Using the check-boxes on the left side of the Pipedrive app, select the items you wish to delete.</li>
<li>Click on the the trash can icon that appears above the list view.</li>
<li>In the prompt that appears, confirm that you wish to delete those items.</li>
</ul>

How can I delete items in Pipedrive?

Whether you're considering migrating from one CRM to another, or are new to the world of CRM in general, this video will show you how you can greatly improve your sales results with Pipedrive. Browse our videos below to get a good understanding of Pipedrive. Continue learning in our <a href="https://www.pipedrive.com/en/academy?ref=kb_how_to" target="_blank">Pipedrive Academy</a>!&nbsp;

1. Customizing Your Pipeline
<img class="vidyard-player-embed" src="https://play.vidyard.com/uYHUe2vgLMfFgYJUKA1QcR.jpg" data-uuid="uYHUe2vgLMfFgYJUKA1QcR" data-v="4" data-type="inline">
<ul>
<li>The all-important Pipeline View in Pipedrive</li>
<li>Customizing your pipeline with stages, rotting times, probability</li>
<li>Providing lost reasons for your deals that can no longer progress in your pipeline</li>
<li>Transferring deals from one pipeline to a different pipeline</li>
<li>Using your filters in the Pipeline View</li>
</ul>
 2. Custom Fields &amp; Filters
<img class="vidyard-player-embed" src="https://play.vidyard.com/TvK6MxhBiQsy48kFJ5Njnh.jpg" data-uuid="TvK6MxhBiQsy48kFJ5Njnh" data-v="4" data-type="inline">
<ul>
<li>Creating custom fields in your Pipedrive account</li>
<li>Sorting and filtering by your created custom fields</li>
<li>Exporting your filter results out of Pipedrive into .xls or .csv files</li>
</ul>
 3. Invite Users
<img class="vidyard-player-embed" src="https://play.vidyard.com/tQhMux1M6ZKfAt7WBKXiZS.jpg" data-uuid="tQhMux1M6ZKfAt7WBKXiZS" data-v="4" data-type="inline">
<ul>
<li>Inviting your work colleagues to use Pipedrive in your company account</li>
<li>Assigning deals and activities to your fellow Pipedrive users</li>
<li>Tracking statistics for Pipedrive users' progress</li>
</ul>
 4. Permissions
<img class="vidyard-player-embed" src="https://play.vidyard.com/uEsY3PsPE2iZ9N1BdsQB8K.jpg" data-uuid="uEsY3PsPE2iZ9N1BdsQB8K" data-v="4" data-type="inline">
<ul>
<li>Setting users into permission sets in Pipedrive</li>
<li>Restricting or enabling permissions for specific permission sets</li>
<li>The different permission set options within the different Pipedrive plans</li>
</ul>
 5. Visibility Groups
<img class="vidyard-player-embed" src="https://play.vidyard.com/7PvwobKtmAiG674eQMBQXY.jpg" data-uuid="7PvwobKtmAiG674eQMBQXY" data-v="4" data-type="inline">
<ul>
<li>Assigning your Pipedrive users into visibility groups, to set what can be seen</li>
<li>Adjusting the visibility settings for different groups, base on deals, people, organizations, and products.</li>
<li>The different visibility options within the different Pipedrive plans</li>
</ul>
 6. Sales Inbox
<img class="vidyard-player-embed" src="https://play.vidyard.com/A7sNpGN83ZeNpj6u3W7WB8.jpg" data-uuid="A7sNpGN83ZeNpj6u3W7WB8" data-v="4" data-type="inline">
<ul>
<li>The Email Sync feature of Pipedrive</li>
<li>Searching and filtering within Pipedrive's email inbox.</li>
<li>Setting visibility for each email brought into your Pipedrive account</li>
<li>Linking tracking, open tracking, and email templates with dynamic Pipedrive fields</li>
<li>Using Workflow Automation to send templated emails at specific points in your sales process.</li>
</ul>
 7. Data Import &amp; Migration
<img class="vidyard-player-embed" src="https://play.vidyard.com/y5HxrbuSNjtq5doAEL5r5U.jpg" data-uuid="y5HxrbuSNjtq5doAEL5r5U" data-v="4" data-type="inline">
<ul>
<li>Import your spreadsheet of existing data into Pipedrive</li>
<li>Creating custom fields during the import process</li>
<li>Mapping your spreadsheet columns to match them to Pipedrive fields</li>
<li>Skip files and what they mean when importing</li>
<li>Importing from your previous CRM software using our partner, Import2</li>
</ul>
 8. Contact Sync
<img class="vidyard-player-embed" src="https://play.vidyard.com/DTqkY5wN1CuoSn115JYp19.jpg" data-uuid="DTqkY5wN1CuoSn115JYp19" data-v="4" data-type="inline">
<ul>
<li>Sync together your Pipedrive account and any major contact provider, like Google Contacts and Outlook and iCloud</li>
<li>Adjust the sync to be one- or two-way with your provider</li>
<li>Choose which groups in your provider are synced into Pipedrive</li>
</ul>
 9. Calendar Sync
<img class="vidyard-player-embed" src="https://play.vidyard.com/F9svW48iE9DoGFSDKDGy2f.jpg" data-uuid="F9svW48iE9DoGFSDKDGy2f" data-v="4" data-type="inline">
<ul>
<li>Sync together your Pipedrive account and any major calendar provider, like Google Calendar and Outlook</li>
<li>Adjust the sync to be one- or two-way with your calendar provider</li>
<li>Choose which kinds of Pipedrive activities are synced back to your provider</li>
</ul>
 10. Mobile App
<img class="vidyard-player-embed" src="https://play.vidyard.com/7zbNVwkHmjjYk7HuMdBAEH.jpg" data-uuid="7zbNVwkHmjjYk7HuMdBAEH" data-v="4" data-type="inline">
<ul>
<li>The Pipedrive mobile app's Focus View allows you to concentrate on immediate efforts</li>
<li>Accessing your Pipedrive email and activities on-the-go allows you to never fall behind.</li>
</ul>

How-To videos: A Pretty Good Overview of Pipedrive

The search bar in Pipedrive will allow you to quickly find and access any <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">deals</a>, <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">leads</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">contacts</a>, <a href="https://support.pipedrive.com/hc/en/articles/206759569-Products" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206759569">products</a>, and <a href="https://support.pipedrive.com/hc/en/articles/360000834405-How-can-I-upload-a-file-to-a-deal-or-a-contact-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000834405">attachments</a> in your Pipedrive account.
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Searching directly by item</a>
<a href="#C2IamCs">2: Searching by linked items&nbsp;</a>
<a href="#C3IamCs">3: Searching by custom fields&nbsp;</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Searching directly by item</h2>
Begin typing in the search bar to see a dropdown of all of the items relevant to your search entry. You can filter by item type to narrow your search results.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-07-09_at_16-00-42.gif" alt="Screen_Capture_on_2020-07-09_at_16-00-42.gif" width="952" height="570">
You can search for your Pipedrive data by the following data fields:
<ul>
<li>Deals Titles, notes, custom fields&nbsp;</li>
<li>People Name, phone number, email address, notes, and custom fields&nbsp;</li>
<li>
Organizations Name, address, notes, and custom fields&nbsp;</li>
<li>
Products Name, code, and custom fields&nbsp;</li>
<li>
Files and attachments&nbsp; Name</li>
<li>
Leads Title, email address, phone number, person name, organization name&nbsp;</li>
</ul>

<hr>
<h2>
<a name="C2IamCs"></a>Searching by linked items&nbsp;</h2>
The search will also bring up any items linked to the items you search for. For example, if your search matches an organization, we will also show you any deals and persons linked to that organization. If your search matches a person, we will also show you any deals linked to that item.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_4.02.27_PM.png" alt="Screen_Shot_2020-07-09_at_4.02.27_PM.png" width="908" height="542">

<hr>
<h2> <a name="C3IamCs"></a>Searching by custom fields&nbsp;</h2>
You can also search by values under&nbsp;text, large text, numerical, monetary, autocomplete, phone, and address type <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom fields</a>. When searching for the custom field value, the relevant item will appear in the search results.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-07-09_at_4.02.40_PM.png" alt="Screen_Shot_2020-07-09_at_4.02.40_PM.png">

Search: Finding what you need

Getting Started

<div class="support-note primary">
Note: This action is only available to Admin Users.</div>
 Pipedrive supports multiple date formats and configurations. When importing your own dates into any date-specific field, there are a few things to take into consideration:
<ul>
<li>How are you entering your data? 4/04/2016 or 2016/04/04 for example.</li>
<li>How is the column in your spreadsheet formatted? Date, General, or Text for example.</li>
</ul>
 The image below shows you an import that was done using several different formatting techniques, and how they showed up in Pipedrive.
Study the image to see how your dates will turn out: 
<figure><img src="https://kb-cms.pipedriveassets.com/Dates.png" data-image="20810"></figure>
 
<hr>
<h2>Mapping in Pipedrive</h2>
Once you import your spreadsheet, if Pipedrive can identify the format of your dates without any confusion, then no action is needed. If Pipedrive can't identify the format of your dates, it will prompt you to specify your spreadsheet's formatting.<figure><img src="https://kb-cms.pipedriveassets.com/Date-time%20tooltip.png" data-image="20811"></figure>

<figure><img src="https://kb-cms.pipedriveassets.com/Date-time%20modal.png" data-image="20812"></figure>
<hr>
<h2>How to format your columns in excel</h2>
Spreadsheets can have their cells formatted for special types of data. Often you may receive a spreadsheet that's already formatted, or you may have to format your own data. Here's how to edit the format of your columns in Excel: 
Right click the head of your column &gt; Format Cells &gt; Choose your desired format.
<figure><img src="https://kb-cms.pipedriveassets.com/Formatting.gif" data-image="20813"></figure>

How can I format dates to import into Pipedrive?

<div class="support-note primary">
Note: This action is only available to Admin Users or to Regular Users with the Import items permission enabled. </div>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/y5HxrbuSNjtq5doAEL5r5U.jpg" data-uuid="y5HxrbuSNjtq5doAEL5r5U" data-v="4" data-type="inline" data-image="tzp398tkb1ym"></figure>
 The video above demonstrates what you need to define where you deal gets imported into Pipedrive. This can all be controlled simply by designating a column in your spreadsheet that will be associated with the Stage option during your import. This also determines which Pipeline the deal goes into if you have multiple pipelines. 

<figure><img src="https://kb-cms.pipedriveassets.com/Stages.png" data-image="20805"></figure>
 You don't need to worry about the names of your stages matching, or specifying the name of the Pipeline you're importing into. Instead, once you select Stage during your import, Pipedrive will present you with a list of all of your stages across all of your pipelines. You can then drag and drop the names in your spreadsheet to the appropriate stages in Pipedrive. 

<figure><img src="https://kb-cms.pipedriveassets.com/Import%20into%20another%20pipeline.gif" data-image="20806"></figure>
 It's as simple as that.

Importing deals into a specific stage or Pipeline

The chance always exists that you may have Person Contacts with the same name, like John Smith. Whenever you run an import in Pipedrive, you'll be given the option to have Pipedrive recognize and merge duplicates together. You can also choose to bypass this merging step. <figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-01-28_at_4.54.33_PM.png" alt="Screen_Shot_2019-01-28_at_4.54.33_PM.png" width="600" height="288" data-image="3iqvtny9ee40"></figure>
 
<div class="support-note primary">
Note: If you are concerned with duplicates in Pipedrive, you may be interested in the Merge Duplicates feature within Pipedrive. To learn more about that feature, click <a href="https://support.pipedrive.com/hc/en/articles/360000809337" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000809337">here</a>. </div>
Not sure which is right for you? Well let's talk about how exactly Pipedrive searches for duplicates and how it handles them.
<h2>Deals</h2>
As the nature of sales is that you may have multiple deals with the same name with the same person or organization at the same time, there is no duplicate identifier for deals in Pipedrive.
<h2>People</h2>
After a Name has been recognized in the import, Pipedrive looks for the following information to determine if it is a duplicate record:
<ul>
<li>Person - Organization</li>
<li>Person - Phone</li>
<li>Person - Email </li>
</ul>
If Pipedrive finds that ANY of those three fields match previously established People within the Pipedrive database, it will instead map any unique data onto the previously-established Person. 
<h2>Organizations</h2>
After a Name has been recognized in the import, Pipedrive looks for the following information to determine if it is a duplicate record:
<ul>
<li>Organization - Address </li>
</ul>
You can have Organizations with the same name, as long as you always specify the Address field as well. If the address matches the previously-established Organization with the same name, then it will again map any unique additional data onto the previously established Organization. 
<h2>Example</h2>
So let’s take this spreadsheet, for example: let’s say you import this list of Contact People that all have the same name — a whole pack of Jon Snows. You'd eventually end up with two Jon Snows, because matching criteria was found in three of the same rows. <figure><img src="https://kb-cms.pipedriveassets.com/Spreadsheet.png" data-image="20802"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Merged%202.png" data-image="20801"></figure><figure><img src="https://kb-cms.pipedriveassets.com/Merged.png" data-image="20800"></figure>

How to avoid duplicates during an import

<h2>Transferring your data with Import2 
</h2>
<div class="support-note primary">
Note: this action is only available to Admin Users.</div>
The easiest way to move data from one Pipedrive account to another is to use our third-party migration partner <a href="https://support.pipedrive.com/hc/en/articles/206515159-How-can-I-import-from-my-previous-CRM-using-Import2-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159">Import2</a>. <a href="https://support.pipedrive.com/hc/en/articles/206515159-How-can-I-import-from-my-previous-CRM-using-Import2-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206515159"> </a>Since Import2 is a third-party partner, we recommend reaching out to their <a href="http://help.import2.com/" target="_blank">support team</a> if you have any questions about this transfer process. 
<h2>Importing and Exporting your Data</h2>
<div class="support-note primary">
Note: This action is only available to Admin Users, or regular users with the correct permission enabled.</div>
The other way of moving your data to a different company account in Pipedrive would be to <a href="https://support.pipedrive.com/hc/en/articles/115000797525-How-can-I-export-data-from-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000797525">export</a> the relevant data from your Pipedrive account to a spreadsheet and <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">import</a> it into the other company account.
When exporting your data, it’s important to keep the mandatory fields that Pipedrive will need when mapping during importing in mind, in order to successfully create the new items in your other Pipedrive account. To see what fields are mandatory for importing data into your Pipedrive account, click <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-#C11" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">here. </a>Once you have your data exported to a spreadsheet, you can then import this spreadsheet to the other Pipedrive company account and start working, right where you left off.

Transferring data to a different Pipedrive company account

<div class="support-note primary">
Note: Importing data into Pipedrive is only available for admin users or regular users with the correct permission enabled. </div>
 You can easily import your data to Pipedrive from XLS, XLSX, and CSV spreadsheet files, allowing you to add <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360001998358">Leads</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344265">Deals</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">Organizations</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344305">People</a>, <a href="https://support.pipedrive.com/hc/en/articles/206759569-Products" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206759569">Products</a>, <a href="https://support.pipedrive.com/hc/en/articles/360002748697-How-can-I-add-notes-to-a-deal-or-contact-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360002748697">Notes</a>, and <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207344415">Activities</a> all at the same time. Before getting started, we suggest looking at our article here on <a href="https://support.pipedrive.com/hc/en/articles/206770039" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206770039">How your data is organized</a> in Pipedrive. It's important to understand how the data you're importing will fit into the Pipedrive data structure. Not sure how to format your spreadsheet or want to get some practice with sample data? Download our sample spreadsheet <a href="https://support.pipedrive.com/hc/en/articles/360000582289-Does-Pipedrive-offer-sample-import-spreadsheets-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000582289">here</a>. 
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Getting yourself ready for an import</a>
<a href="#C2IamCs">2: Mandatory fields</a>
<a href="#C3IamCs">3: Custom fields </a>
<a href="#C4IamCs">4: Initiating your import</a>
<a href="#C5IamCs">5: After your import </a>
<a href="#C6IamCs">6: How do I revert an import? </a>
</div>



<img class="vidyard-player-embed" src="https://play.vidyard.com/y5HxrbuSNjtq5doAEL5r5U.jpg" data-uuid="y5HxrbuSNjtq5doAEL5r5U" data-v="4" data-type="inline">
If you are just getting started with Pipedrive, you can check out our Get started with the basics <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank">Pipedrive Academy course</a>.

<hr>
<h2>
<a name="C1IamCs"></a>Getting yourself ready for an import</h2>
Before you import, you need to think about what kind of data you wish to add to Pipedrive, and format your spreadsheet accordingly. 
<ul>
<li>Are you simply trying to import a list of Contacts (People and Organizations)?</li>
<li>Do you want to import Contacts, and create open Deals for each of those contacts?</li>
<li>Do you want to import Contacts, open Deals for them, and create Activities for all of those Deals as well?</li>
<li>Do you want to import Contacts, open Deals for them, create Activities, and attach Notes?</li>
<li>Or maybe you want to open a bunch of new Deals for Contacts that already exist in Pipedrive?</li>
</ul>
 Some spreadsheet formatting tips: 
<ul>
<li>
Remove formulas— We recommend using a fresh spreadsheet without any formulas in the import process. If you have a spreadsheet that uses formulas or data-linking to generate the contents of a cell, we suggest copying the data in your spreadsheet and pasting it into a fresh sheet without the formulas.</li>
<li>
One tab per spreadsheet— Make sure your spreadsheet only has one tab containing data when importing. If your spreadsheet has more than one tab, you will need to copy and paste them to individual files and import them one file at a time. </li>
<li>
No special symbols— Make sure your spreadsheet doesn't have any symbols for numeric or monetary fields. For example, if you are importing a column for deal value, make sure that the cell just includes the number '1000' and not the symbol '$1000'. </li>
<li>
Spreadsheet size limit— While there is no maximum limit on the number of columns in the spreadsheet, the maximum file size is limited to 50mb, with a maximum limit of 50,000 rows within the spreadsheet. </li>
</ul>
<h2> </h2>
<hr>
<h2>
<a name="C2IamCs"></a>Mandatory fields</h2>
When importing data to Pipedrive from a spreadsheet, it's important to include the fields that are mandatory for each item to be imported successfully. Each mandatory field will have to be on a separate column in your spreadsheet, and be mapped individually to the field that exists in Pipedrive. 
<div class="support-note primary">
Note: If you don't import your data with the mandatory fields, no items will be created and a <a href="https://support.pipedrive.com/hc/en/articles/360014067837" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360014067837">skip file</a> will be generated. </div>

<table>
<tbody>
<tr>
<td>To import...</td>
<td>You need these mandatory fields...</td>
</tr>
<tr>
<td>Leads</td>
<td>
<ul>
<li>Lead title</li>
<li>Person name OR organization name</li>
</ul>
</td>
</tr>
<tr>
<td>Deals</td>
<td>
<ul>
<li>Any deal field</li>
<li>Person name OR organization name</li>
<li>(Deal title recommended)</li>
</ul>
</td>
</tr>
<tr>
<td>People</td>
<td>
<ul>
<li>Person name </li>
</ul>
<div class="support-note primary">
Note: email and phone recommended for avoiding duplicates </div>
</td>
</tr>
<tr>
<td>Organization </td>
<td>
<ul>
<li>Organization name</li>
</ul>
<div class="support-note primary">
Note: address recommended for avoiding duplicates </div>
</td>
</tr>
<tr>
<td>Products</td>
<td>
<ul>
<li>Product name</li>
</ul>
</td>
</tr>
<tr>
<td>Notes</td>
<td>
<ul>
<li>Content </li>
<li>Deal, contact, OR lead information</li>
</ul>
</td>
</tr>
<tr>
<td>Activities </td>
<td>
<ul>
<li>Any activity field</li>
</ul>
</td>
</tr>
</tbody>
</table>
 You can read more on mandatory fields for importing in <a href="https://support.pipedrive.com/hc/en/articles/360013870858" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013870858">this article</a>. 

<hr>
<h2>
<a name="C3IamCs"></a>Custom fields </h2>
If you have additional data about your leads, deals, and contacts, you can also easily add them to your data in Pipedrive through the import. If the field does not exist in Pipedrive by default, we recommend adding the field as a custom field before importing any data, so that your data has somewhere to be mapped to. 
For example, a contact person's 'job title' is not a default field in Pipedrive. In order to successfully include this information in your import, you will first have to create it as a custom field (we recommend text type or single option), before mapping this column to the newly created field. 
You will also be able to create custom fields while mapping your fields during importing. You can learn more about custom fields in <a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">this article</a>. 
<h2> </h2>
<hr>
<h2>
<a name="C4IamCs"></a>Initiating your import</h2>
Once you understand how Pipedrive data works and formatted your spreadsheet properly, you can start your import. Step 1: Upload your file
Go to "..." (More)&gt; Import data &gt; <a href="/settings/import#/from-file/upload">From a spreadsheet.</a> Click Upload file and select the file that you intend to import. Pipedrive supports Excel (.xls and .xlsx) and .csv files. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-07_at_4.19.09_PM.png" alt="Screen_Shot_2021-01-07_at_4.19.09_PM.png" width="918" height="354">

Step 2: Mapping
In order to import your data to Pipedrive correctly, you will need to map each column in your spreadsheet with the relevant icon and field in the mapping step. You can hover over the icon to see what type of data it refers to in Pipedrive. 
The auto-recognition feature will automatically match the column header to the fields in Pipedrive, but if any of the fields were not recognized, you will need to drag the Pipedrive fields (right) to their appropriate spreadsheet columns (left). You can search for the Pipedrive field name to find them more easily. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2021-01-07_at_16-30-52.gif" alt="Screen_Capture_on_2021-01-07_at_16-30-52.gif" width="926" height="487">
 If you have data in your spreadsheet that does not exist as a default field in Pipedrive, you can click on the +Add custom fields button found next to your Pipedrive data fields to add <a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom fields</a> directly. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-07_at_4.32.26_PM.png" alt="Screen_Shot_2021-01-07_at_4.32.26_PM.png" width="501" height="419"> 
<div class="support-sections">Mapping can be tricky, so we have created additional guides to help you in this step. You can learn more about mapping in <a href="https://support.pipedrive.com/hc/en/articles/360013406278" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013406278">this article</a>, and advanced mapping in <a href="https://support.pipedrive.com/hc/en/articles/360013450177" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013450177">this article</a>. </div>
 Once you are finished mapping, click on Next.
 Step 3: Preview and finish
In the next window, you can choose what to do if duplicates are found in your spreadsheet. If Pipedrive detects a duplicate record in your spreadsheet or in your Pipedrive data, it will consolidate this into one entry. You can learn more about how Pipedrive detects duplicates during importing in <a href="https://support.pipedrive.com/hc/en/articles/208048865" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208048865">this article</a>. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2021-01-07_at_4.35.11_PM.png" alt="Screen_Shot_2021-01-07_at_4.35.11_PM.png" width="849" height="313">
You can also review the mapping once you've done this step. This page shows you how your data will appear after the import is complete. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2018-02-21_at_4.11.31_PM.png" alt="Screen_Shot_2018-02-21_at_4.11.31_PM.png" width="882" height="496"> Once you've previewed your import, go ahead and select Start import.

<hr>
<h2>
<a name="C5IamCs"></a>After your import </h2>
After your import, you will see a confirmation page with an overview of the data that was imported into your Pipedrive account. 
<img src="https://kb-cms.pipedriveassets.com/after_import.png" alt="after_import.png">
 What is a "skip file"?
If there were items in your spreadsheet that were not imported correctly, Pipedrive will put together a skip file, which includes the row where the complication occurred and the reason why.
For example, if you were to import a list of People, and didn't include a mandatory field (e.g. Person name), this row of information will be skipped. Pipedrive will then take that row, and organize it in a Skip File.
You can download the Skip File at any time to review these errors. You can even make the changes that you need directly in this spreadsheet, and then import the Skip File into Pipedrive to complete your import. This makes it very easy to ensure all of your data makes it into the system. <img src="https://kb-cms.pipedriveassets.com/Skip_file_image__1_.png" alt="Skip_file_image__1_.png">
Your skip file will look like this: <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-07_at_16.26.09.png" alt="Screenshot_2020-10-07_at_16.26.09.png" width="1106" height="98">
You can learn more about why your data was skipped in <a href="https://support.pipedrive.com/hc/en/articles/360014067837" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360014067837">this article</a>. 
<hr>
<h2>
<a name="C6IamCs"></a>How do I revert an import?</h2>
<div class="support-note primary">
Note: Only admin users are able to revert an import.</div>
 Once your spreadsheet has been imported, it can be reverted within 48 hours of its initial import with the Revert button provided in your Import History.
If that Revert button is not available, <a href="https://support.pipedrive.com/hc/en/articles/115005875565" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">let our support team know</a> and they would be happy to assist you. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2018-02-21_at_4.18.00_PM.png" alt="Screen_Shot_2018-02-21_at_4.18.00_PM.png" width="808" height="241">

Importing data into Pipedrive with spreadsheets

If there were items in your spreadsheet that were not imported correctly, Pipedrive will put together a skip file, which includes the row where the complication occurred and the reason why. You can download the skip file at any time to review the information on your import. 
This article goes through errors when importing and skip files only. You can find more general information on how to import data to Pipedrive <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">in this article</a>.
<div class="support-sections"> 
Sections
<a href="#C1IamCs">1: Viewing your skip file</a>
<a href="#C2IamCs">2: Reasons your file skipped</a>
<a href="#C3IamCs">3: Other importing errors</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a>Viewing your skip file</h2>
To access your skip file, go to "..." (more) on your left side navigation &gt; <a href="/settings/import">Import data,</a> click the Details option next to one of your completed imports, and click the Download skip file button. You will see a breakdown of the imported and skipped items under the details.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-07_at_16.27.57-1.png" alt="Screenshot_2020-10-07_at_16.27.57-1.png" data-image="bak5ux2a088k"></figure>
 When you open your skip file, you will find the reason why the item in your spreadsheet was skipped under the Skip reason column. In the additional rows, you will see the data you attempted to import into Pipedrive in their original format. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-07_at_16.26.09.png" alt="Screenshot_2020-10-07_at_16.26.09.png" width="1106" height="98" data-image="e4uaou5vhk2i"></figure>
<hr>
<h2>
<a name="C2IamCs"></a>Reasons your file skipped</h2>
The most common reasons are provided below, so that you may know how to adjust your spreadsheet in order to successfully import all of your data into Pipedrive on your next attempt.
<ul>
<li>
Deal title must be given There are cases when the deal title could not be autogenerated. The person or organization is not mapped and the deal title is missing. 
</li>
<li>
Name must be given When adding a person, you must always add a name column to your spreadsheet. 
</li>
<li>
Organization name must be given An organization name field must always be added when importing an organization. 
</li>
<li>
Deal not found This happens when you map the Pipedrive System ID, but this ID does not exist for a deal in Pipedrive. 
</li>
<li>
Person not found This happens when you map the Pipedrive System ID, but this ID does not exist for a person in Pipedrive. 
</li>
<li>
Organization not found This happens when you map the Pipedrive System ID, but this ID does not exist for an organization in Pipedrive. 
</li>
<li>
Please provide valid currency Currencies are often used when importing the value of a deal and must be denoted without using their special character symbol. For example, USD and EUR would be correct but $ and € would not be. 
</li>
<li>
Unauthorized access The URL for the Import Data page was provided to a user who is not authorized to import data into the account. Since only Admin Users or regular users with permission are authorized to import data within Pipedrive, the import is rejected. 
</li>
<li>
ID must be an integer When importing an ID field in Pipedrive, the content of that mapped field can only be an integer. If any text is in that field, for example, 'EX1234', then that import will fail.</li>
</ul>
<hr>
<h2>
<a name="C3IamCs"></a>Other importing errors</h2>
Mapping errors
When mapping your import, Pipedrive will show errors if you are leaving out required fields, and you will not be able to proceed with the import. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-08_at_11.34.04.png" alt="Screenshot_2020-10-08_at_11.34.04.png" width="1023" height="317" data-image="bfyrdznsbofv"></figure>
If you see errors like this, you will need to include the required fields in your spreadsheet. We also provide articles on <a href="https://support.pipedrive.com/hc/en/articles/360013406278" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013406278">mapping your import</a>, <a href="https://support.pipedrive.com/hc/en/articles/360013870858" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013870858">mandatory fields</a>, and <a href="https://support.pipedrive.com/hc/en/articles/360013450177" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013450177">advanced mapping</a> to assist you.
 Bad request Sometimes there may be some internal error within the import function in Pipedrive. In this case, we recommend you double-check your spreadsheet and mapping, and retry the import. If this issue persists, we suggest <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005875565">reaching out to our Support team</a> for assistance.
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-09_at_15.34.35.png" alt="Screenshot_2020-10-09_at_15.34.35.png" width="1068" height="174" data-image="rnh4h1gpb6lm"></figure>

Importing: Errors and Skip files

When importing data to Pipedrive from a spreadsheet, it's important to include the fields that are mandatory for each item to be imported successfully. This article takes you through which fields are mandatory for importing. If you would like more general information on how to import data to Pipedrive you can <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">read this article</a>.
<div class="support-note primary">
Note: If you don't import your data with the mandatory fields, no items will be created and a skip file will be generated. </div>
<div class="support-sections"> 
Sections 
<a href="#C1IamCs">1: Leads</a>
<a href="#C2IamCs">2: Deals</a>
<a href="#C3IamCs">3: Contacts: people and organizations </a>
<a href="#C4IamCs">4: Products </a>
<a href="#C5IamCs">5: Notes</a>
<a href="#C6IamCs">6: Activities</a>
</div>
<hr>
<h2>
<a name="C1IamCs"></a>Leads</h2>
Every lead in Pipedrive needs to have either a contact person or organization linked to it. To import a lead, you will need the Lead Title and one of the following in your spreadsheet: 
<ul>
<li>Person name</li>
<li>Organization name</li>
</ul>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-09-30_at_5.17.34_PM.png" alt="Screen_Shot_2020-09-30_at_5.17.34_PM.png" width="401" height="206" data-image="o8pwctgc1u38"></figure>
<div class="support-note primary">
Note: If your contact names are in one column (as shown above), use the Person Name field when mapping your import. If the names are separated by first and last name into separate columns, map the First Name and Last Name fields in Pipedrive. </div>
 When mapping your import, you will have to map your spreadsheet columns to the Pipedrive data fields. Once the import is complete, your leads will be automatically linked to your contacts.
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-05_at_2.05.23_PM.png" alt="Screen_Shot_2020-10-05_at_2.05.23_PM.png" width="924" height="545" data-image="b5iy2ietq0y3"></figure>
 What other fields can I include with my leads import?
You can also import a note or owner along with your leads. 
<hr>
<h2>
<a name="C2IamCs"></a>Deals</h2>
Similar to leads, every deal in Pipedrive needs to have either a contact person or organization linked to it. To Import a deal, you will need one of the following in your spreadsheet:
<ul>
<li>Any deal field</li>
<li>Person name</li>
<li>Organization name </li>
</ul>
We recommend including the Deal Title field, but it is not mandatory. If you do not include a deal title, the deal will automatically take the name of the contact that it is imported with. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_7.01.56_PM.png" alt="Screen_Shot_2020-10-06_at_7.01.56_PM.png" width="400" height="144" data-image="9w5gtsd5ey0x"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_7.08.45_PM.png" alt="Screen_Shot_2020-10-06_at_7.08.45_PM.png" data-image="2ivugz0cbb60"></figure>
What other fields can I include with my deals import?
You can also include the following deal fields:
<ul>
<li>owner</li>
<li>stage</li>
<li>value</li>
<li>expected close date</li>
<li>any custom fields</li>
</ul>
 If you are importing a historic deal, or a deal that has already been closed, you can use the following fields:
<ul>
<li>won time</li>
<li>lost time</li>
<li>
status. </li>
</ul>
<div class="support-note primary">Note: To import a deal, you don't necessarily need to have a deal titles in your spreadsheet. If you want to create deals for each person or organization, you just need to create an empty column in your spreadsheet for the deal titles. Make sure this empty column is mapped to the Deal-Title field.</div>
<div class="support-sections">When imported, the deals titles will automatically take the name of the organization. If there is no organization, it will take the name of the contact person. </div>
<hr>
<h2>
<a name="C3IamCs"></a>Contacts: People and Organizations </h2>
When importing people or organizations, only the name is mandatory for a successful contact creation. However, it is recommended to add more fields to better identify your contact and avoid duplications from being created. Learn more about how Pipedrive detects duplicates during importing in <a href="https://support.pipedrive.com/hc/en/articles/208048865" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208048865">this article</a>. 
For people, add the following to prevent duplicates from being created:
<ul>
<li>email address</li>
<li>phone number </li>
</ul>
 For organizations, include the following to prevent duplicates from being created:
<ul>
<li>address</li>
</ul>
 Organizations and people can be created separately, but we recommend importing them together to automatically link them. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-05_at_2.53.27_PM.png" alt="Screen_Shot_2020-10-05_at_2.53.27_PM.png" data-image="e1gb945hjz52"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_6.30.30_PM.png" alt="Screen_Shot_2020-10-06_at_6.30.30_PM.png" data-image="hlnrh8s6pk30"></figure>
<div class="support-note primary">
Note: Red in the above images represents a mandatory field. </div>
<hr>
<h2>
<a name="C4IamCs"></a>Products </h2>
To import a product, you will just need the product name in your spreadsheet. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-08_at_11.29.57_PM.png" alt="Screen_Shot_2020-10-08_at_11.29.57_PM.png" width="400" height="225" data-image="kixr02y28rqn"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-08_at_11.33.31_PM.png" alt="Screen_Shot_2020-10-08_at_11.33.31_PM.png" width="1132" height="508" data-image="efryb46g2lr2"></figure>
 What other fields can I include with my products import?
You can also include other product fields such as price, currency, description, and any custom fields. 
<div class="support-note primary">
Note: Unfortunately, currently it is not possible to link products to deals through an import. You can only link a product to a deal when your data has already been imported into Pipedrive. </div>
<hr>
<h2>
<a name="C5IamCs"></a>Notes</h2>
Notes can be added under deals, people, organizations, activities, and leads, and cannot exist by themselves. When importing a note, you have to also include information of one of the following (and their mandatory fields):
<ul>
<li>organization</li>
<li>person</li>
<li>deal</li>
<li>lead</li>
</ul>
 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_8.33.42_PM.png" alt="Screen_Shot_2020-10-06_at_8.33.42_PM.png" width="501" height="204" data-image="2psier0j47v6"></figure>
 
What are other note fields can I include?
You can add the following fields for notes:
<ul>
<li>note creation date</li>
<li>note update date</li>
</ul>
<hr>
<h2>
<a name="C6IamCs"></a>Activity</h2>
The activity subject is the only mandatory field for importing activities, but it is recommended to include other information such as the due date, type, assigned to user, as well as any linked deals, leads, or contacts. 
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_8.47.10_PM.png" alt="Screen_Shot_2020-10-06_at_8.47.10_PM.png" width="399" height="113" data-image="n2chd9bztsgx"></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_8.49.16_PM.png" alt="Screen_Shot_2020-10-06_at_8.49.16_PM.png" data-image="r04rujzlwovb"></figure>
 What other activity fields can I include with my activities import?
You can also include fields such as activity due date, type, and assigned to user with your activities. If your activity has already been completed, you can include the following historical fields:
<ul>
<li>done time</li>
<li>
marked as done time 
</li>
</ul>

Importing: Mandatory fields

If you need assistance in getting started with your Pipedrive <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">data import</a>, you may wish to begin with a template document to see how best to begin. The spreadsheet attached to this article — The Ultimate Pipedrive Import.xlsx — provides excellent visual cues and important reference information, to get you started in using Pipedrive. The columns in the sample spreadsheet are color-coded, and provide descriptions of the different fields, making the column headers easily to recognize in the mapping section of Pipedrive's importing function. 
You can populate your own data into this spreadsheet, or use it to gain insight regarding where to map the different Pipedrive fields in your own spreadsheet's columns. 
<ul><li><a href="https://cdn.us-east-1.pipedriveassets.com/import-service-frontend/samples/pipedrive_sample_data.xlsx?v=1614014969964">Download .xlsx sample file</a></li><li><a href="https://cdn.us-east-1.pipedriveassets.com/import-service-frontend/samples/pipedrive_sample_data.csv?v=1614014969964">Download .csv sample file</a></li></ul>

Importing: Sample import spreadsheets

When importing from spreadsheets, make sure all monetary values (for default fields such as Deal Value, and for any custom fields where you have currencies) are formatted as numbers without currency symbols (so as 1000000000 as opposed to $1000000000).
If numbers include currency symbols, the Pipedrive import system won't detect them properly and thus all values will be formatted as 0.
If you've already imported and are facing this issue, the best course of action is to revert your import, remove the currency symbols from the spreadsheet you're importing, and import again.

Why do my imported currency values appear as '0'?

The best way to change a <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom field</a> type is to recreate the field in the type that you want and use the '<a href="https://support.pipedrive.com/hc/en/articles/208061095-How-can-I-update-my-Pipedrive-data-with-a-spreadsheet-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208061095">Pipedrive System ID feature</a>' to transfer the existing data into the new field.&nbsp;&nbsp;
<ul>
<li>
Create&nbsp;a new custom field with the correct custom field type.
</li>
<li>Copy and paste the old custom field information into the new custom field through <a href="https://support.pipedrive.com/hc/en/articles/115000797525-How-can-I-export-data-from-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000797525">exporting</a> and <a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">importing</a>. This step will allow you to "update" the newly created custom field with the data from the old custom field.&nbsp;</li>
<li>
Delete the old custom field once all of the correct information has been moved to the new custom field. 
</li>
</ul>
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Getting started </a>
<a href="#C2IamCs">2: Exporting your data</a>
<a href="#C3IamCs">3: Importing your updated data</a>
</div>
<a name="C1IamCs"></a>
<h2> Getting started&nbsp;</h2>
Before any exporting, make sure the new custom field with the correct type has been created in your account, so the old custom field information has somewhere to move to. To create a custom field, go to Settings&nbsp;&gt; <a href="https://thisisthecompanydomain.pipedrive.com/settings/table_column/edit/deals" target="_blank">Custom Fields</a> and select the category of custom field you wish to add to Pipedrive. 
Note: While you are in the Customize Fields setting page, it may be a good idea to edit the name of the existing custom field to include the word "old", to avoid any confusion during the updating process.&nbsp;
<h2>&nbsp;</h2>
<a name="C2IamCs"></a>
<h2>Exporting your data&nbsp;</h2>
To get started with your export, you can go to the deals, people, or organization List View the custom field is under. You will need to include the following columns in your List View:&nbsp;
<ul>
<li>Name/Title</li>
<li>Old Custom field</li>
<li>New Custom field&nbsp;</li>
<li>Item ID (deal, person, or organization)</li>
</ul>
Note: In the screenshots below, the values under the ‘Example text custom field’&nbsp; under deals will be moved over to the newly created ‘Example single option custom field’ under deals.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_4.06.38_PM.png" alt="Screen_Shot_2019-06-25_at_4.06.38_PM.png" width="601" height="200">
Once you have these four columns applied in your list view, you can then&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115000797525-How-can-I-export-data-from-Pipedrive-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115000797525">export the list</a> to a spreadsheet.
In the exported spreadsheet, you will then have to copy and paste all of the values under the old custom field into the cells under the new custom field. This will allow the new custom field to be "updated" with the information from the old custom field when you re-import your spreadsheet.&nbsp;
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_4.32.43_PM.png" alt="Screen_Shot_2019-06-25_at_4.32.43_PM.png" width="601" height="249"> 
<a name="C3IamCs"></a>
<h2>Importing your updated data&nbsp;</h2>
Once you save the updated spreadsheet, you can then import the spreadsheet back into Pipedrive by going to Tools and apps &gt; <a href="https://thisisthecompanydomain.pipedrive.com/settings/import#/history" target="_blank">Import data</a>, and hitting the From a spreadsheet button. You can learn more about importing&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/208039595-How-can-I-import-data-into-Pipedrive-with-spreadsheets-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">here</a>.
When you get to the mapping step of your import, it’s important to make sure all of the columns in your spreadsheet are mapped to the correct field in your Pipedrive account.&nbsp; <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_5.05.24_PM.png" alt="Screen_Shot_2019-06-25_at_5.05.24_PM.png" width="600" height="277">
Once everything is mapped, you can hit the Next button to proceed with your import.&nbsp; 
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_5.12.22_PM.png" alt="Screen_Shot_2019-06-25_at_5.12.22_PM.png" width="599" height="351">
Once you confirm the information successfully transferred over from the old custom field to the new custom field, you can delete the old one.&nbsp;&nbsp;

Changing the field type of a custom field

<div class="support-note primary">
Note:&nbsp;This action is only available to Admin Users.&nbsp;</div>
 When moving to Pipedrive from another CRM solution, you will want to be able to carry over all of your previous information seamlessly.&nbsp; Pipedrive has a third-party partner —<a href="https://www.import2.com/my-import" target="_blank">Import2</a> —that will handle all of the heavy lifting for you.
Depending on the volume of data you are looking to bring over into Pipedrive, the amount of time until the migration is complete may vary.&nbsp;We suggest allowing twenty-four hours and <a href="http://help.import2.com/en/" target="_blank">contacting Import2</a> if you run into any issues.
<div class="support-note primary">
Note:&nbsp;If you want to import data into Pipedrive from a spreadsheet rather than from another CRM, you can learn how to do so in <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">this article</a>.</div>
 <iframe src="//www.youtube-nocookie.com/embed/eb23KFhFpzs" frameborder="0" allowfullscreen></iframe> 
<div class="support-note primary">
If you are just getting started with Pipedrive, you can check out our Get started with the basics <a href="https://www.pipedrive.com/en/academy/courses/migrating-your-data-from-spreadsheets-and-other-crms?ref=kb_article" target="_blank">Pipedrive Academy course</a>.</div>

<div class="support-sections">
Sections
<a href="#C2IamCs">1: Using the Import2 migration tool</a>
<a href="#C3IamCs">2: Supported CRMs</a>
<a href="#C4IamCs">3: Import2 information and resources</a>&nbsp;&nbsp;
</div>

<hr>
<h2>
<a name="C2IamCs"></a>Using the Import2 migration tool
</h2>
Before you start your import with Import2, it's important to make sure&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/207319685-How-can-I-add-a-user-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207319685">users&nbsp;</a>and&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/207345085-How-can-I-have-multiple-pipelines-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207345085">pipelines&nbsp;</a>are already set up in your Pipedrive account.&nbsp; If the import is initiated before users are invited and pipelines are created, all of your data may end up being owned by one user or in the same pipeline.
To get started, go&nbsp;to Tools and apps &gt; Import data &gt; <a href="/data_import/external">From another software.</a>
<img src="https://kb-cms.pipedriveassets.com/Import_data_2.png" alt="Import_data_2.png" width="700" height="336">
 From there you can follow these steps:&nbsp;
<ul>
<li>Find the name of your previous software, and click the Import button.</li>
<li>You will be redirected to an Import2 page, which will ask for the login credentials of your previous software.</li>
<li>Provide the login credentials for your previous software, and click Test connection to verify them for Import2.</li>
<li>Click Start Import to begin the import process. This will initiate the full import of your data from your old CRM into your new Pipedrive account.</li>
</ul>
 An Import2 status page will appear, displaying the details and progress of your import.&nbsp;Once your import is completed, Import2 will send you an email notification to review. 
<hr>
<h2>
<a name="C3IamCs"></a>Supported CRMs</h2>
You can currently migrate from any of the following software using Import2.
<ul>
<li>Act!</li>
<li>ActiveCampaign</li>
<li>
AgileCRM
</li>
<li>Batchbook</li>
<li>Capsule CRM</li>
<li>Close</li>
<li>Copper</li>
<li>Highrise</li>
<li>HubSpot</li>
<li>Insightly</li>
<li>Keap</li>
<li>Maximizer</li>
<li>Microsoft Dynamics CRM</li>
<li>NetSuite CRM</li>
<li>Nimble</li>
<li>Nutshell</li>
<li>Onepage</li>
<li>Pipedrive (to import data from one Pipedrive company account into another company account)</li>
<li>PipelineDeals</li>
<li>Pipeliner</li>
<li>Redtail CRM</li>
<li>Salesforce</li>
<li>
SalesLogix
</li>
<li>Solve</li>
<li>Sugar CRM</li>
<li>
Suite CRM
</li>
<li>Wealthbox</li>
<li>Zendesk Sell</li>
<li>
Zoho CRM 
</li>
</ul>
<hr>
<h2>
<a name="C4IamCs"></a>Import2 information and resources
</h2>
When importing data from another CRM via Import2, it's important to note the following:
<ul>
<li>Import2 offers a free migration up to 100,000 records, and paid migrations for larger databases. You can find more information about what constitutes a 'record' in <a href="http://help.import2.com/en/articles/655194-what-is-a-record" target="_blank">this article</a>.</li>
<li>The Import2 import function is available for both trialing and paying Pipedrive accounts.&nbsp;</li>
<li>Users may request up to five custom field mappings for free from Import2. You may request these additional mappings after you have initiated your import using the steps above.</li>
<li>Import2 supports multiple import sessions per Pipedrive account.</li>
</ul>
 If you have specific questions about your import, you can contact Import2 directly via live chat on their <a href="https://pipedrive-data-migration.import2.com/" target="_blank">website</a>.
Resources:&nbsp;
<ul>
<li>
Import2 has created a <a href="https://www.youtube.com/watch?v=eb23KFhFpzs&amp;t=1s" target="_blank">video tutorial</a> on how to import data from other CRMs to Pipedrive
</li>
<li>
Import2 offers <a href="https://support.pipedrive.commailto:help@import2.com" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="2">email</a> and<a href="https://appm.import2.com/my-import" target="_blank"> live chat</a>&nbsp;support for any questions that arise during the import process.
</li>
<li>You can monitor the status of your import <a href="http://www.import2.com/my_import" target="_blank">here</a>.</li>
</ul>

Importing data from a previous CRM using Import2

Note: This action is only available to Admin Users. 

The Pipedrive System ID feature&nbsp;
The Pipedrive System ID feature allows you to update your Pipedrive database in bulk by importing a spreadsheet.
Let’s say we wanted to add an additional custom field to our People, such as a field that documents their job title? Or say we want to give our Organizations new addresses? Or if we even want to change the values of our deals?
We could use the <a href="https://support.pipedrive.com/hc/en/articles/206529689-Bulk-editing-filtering-The-List-View-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206529689">bulk editing and filtering abilities of our list views</a> to edit data in large chunks, but what if you already have all the data you need in a spreadsheet, and you just need to get it into Pipedrive without creating duplicates? Note: If you are attempting to use the import Pipedrive System ID to merge duplicates via import, you may also be interested in the Merge Duplicates feature within Pipedrive. To learn more about that feature, click <a href="https://support.pipedrive.com/hc/en/articles/360000809337" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000809337">here</a>.&nbsp;
Well this is where the Pipedrive System ID comes into play. Every record — deal, person, and organization — is assigned a unique ID in Pipedrive upon creation. These IDs can be found in the URL of the Detail View of each item, or it can be made visible as a column in the List View.
To update information in bulk, we can export a list of our currently existing data — which includes the ID fields — and make the necessary changes in our spreadsheet, and then upload that spreadsheet to Pipedrive using the ID field to easily map the new information to our database.&nbsp; Which IDs and fields should I use? 
<ul>
<li>
To update deals:&nbsp;Include the Deal - Pipedrive System ID along with any&nbsp;other fields you'd like to update.</li>
<li>
To update person contacts: Include the Person - Pipedrive System ID along with any&nbsp;other fields you'd like to update.</li>
<li>
To update organization contacts:&nbsp;Include the&nbsp;Organization- Pipedrive System ID along with any&nbsp;other fields you'd like to update.</li>
</ul>
&nbsp; Where do I get the Pipedrive System ID?
Note: You can get Deal, People, and Organization IDs all inside of the List View of the Deals tab. However, if you have Contacts with no associated Deals, they will not show up in the List View of the Deals tab. You will then have to use the List View of the Contacts tab to get those IDs. These Pipedrive System IDs can be found in the URL of the Detail View of each item, or can be made visible as a column in the List View.&nbsp; To make them visible in the List View, click the gear icon to open the Choose columns prompt, select the appropriate ID field, and click Save.&nbsp; <img src="https://kb-cms.pipedriveassets.com/ID.gif" alt="ID.gif" width="601" height="294"> Using the ID to update fields
Once your List View has configured to display your intended Pipedrive System ID fields, you can <a href="https://support.pipedrive.com/hc/en/articles/206529689-Bulk-editing-filtering-The-List-View-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206529689">narrow down your results by a filter</a> if necessary.&nbsp;Once you’re all set, just export the list here. <img src="https://kb-cms.pipedriveassets.com/efr.png" alt="efr.png" width="601" height="250"> Once exported, you&nbsp;can make whatever any necessary alterations to the data within the spreadsheet. Any changes — even those of Names or Values — will be updated in Pipedrive&nbsp; automatically as Pipedrive will know which deal, person, or organization you are updated based on that Pipedrive System ID.&nbsp;
Once you've made all the edits to your exported list, just <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">upload the spreadsheet</a> to Pipedrive, and map the appropriate IDs to their columns. <img src="https://kb-cms.pipedriveassets.com/pd_sys_i.png" alt="pd_sys_i.png" width="600" height="259"> Once you've finished mapping, finish the import and the Pipedrive System ID will correctly update your Pipedrive database, with your new information. Note: If you receive an error when attempting to import a spreadsheet, the issue may stem from your spreadsheet: while there is no maximum limit on the number of columns in the spreadsheet, the maximum file size is limited to 50mb, with a maximum limit of 50,000 rows within the spreadsheet.&nbsp;

Updating Pipedrive Data with a Spreadsheet

When working with deals, you may want to add <a href="https://support.pipedrive.com/hc/en/articles/360000321517-Followers" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000321517">followers</a> or <a href="https://support.pipedrive.com/hc/en/articles/115001109689-What-are-participants-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115001109689">participants</a> in bulk to save you the time it takes to add them manually.&nbsp; Both participants and followers can be added to your account by importing spreadsheets.&nbsp;
<div class="support-sections">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Sections
<a href="#C1IamCs">1: Importing followers</a>
<a href="#C2IamCs">2: Importing participants</a>
</div>
 For general information on importing data to Pipedrive with spreadsheets, you can read <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">this article</a>.
<hr>
<h2>
 <a name="C1IamCs"></a>Importing followers</h2>
You can add <a href="https://support.pipedrive.com/hc/en/articles/360000321517-Followers" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000321517">followers</a> to your contact people, organizations, deals, and products by importing spreadsheets, allowing you to save time rather than adding them manually.
When creating your spreadsheet, add a column for your&nbsp;Followers.&nbsp; If you would like to add more than one you can add them to the same cell separated with commas ",".&nbsp;Here is an example of how your spreadsheet would look.
&nbsp;<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-15_at_15.11.32.png" alt="Screenshot_2020-07-15_at_15.11.32.png" width="410" height="112">
When importing your spreadsheet, you can <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets#C5" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">map your columns</a>&nbsp;to the Followers&nbsp;option of your Pipedrive data fields.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-15_at_15.15.06.png" alt="Screenshot_2020-07-15_at_15.15.06.png">
Click on the pencil icon in order to map your followers, making sure that you select the correct user in your account that should be added as a follower of the item.
<img src="https://kb-cms.pipedriveassets.com/follower_columns.png" alt="follower_columns.png" width="600" height="598">
After running your import, your deal followers should be visible in the deal detail view.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-15_at_15.21.26.png" alt="Screenshot_2020-07-15_at_15.21.26.png"> &nbsp;
<div class="support-note primary">
Note:&nbsp;You can import followers, but you are not able to export followers.</div>

<hr>
<h2>
 <a name="C2IamCs"></a>Importing participants</h2>
Importing&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/115001109689-What-are-participants-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115001109689">participants</a>&nbsp;can only be done by updating existing deals in your account.&nbsp; To import participants, you will first have to export a file with the deal&nbsp;Pipedrive system ID's&nbsp;for any deals you wish to update and add the participant information before reimporting the spreadsheet.&nbsp;&nbsp;You can read <a href="https://support.pipedrive.com/hc/en/articles/208061095-How-can-I-update-my-Pipedrive-data-with-a-spreadsheet-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208061095">this article</a> for more information on how to use the Pipedrive system ID to update items.
When creating your spreadsheet, you will need to add individual rows for each of the participants you wish to add, as well as the deal contact person.&nbsp; The person in the last row with that deal ID will be added as the main contact person, with all others added as participants.&nbsp; If there is an existing contact person in the deal, they will be overwritten and added as a deal participant.
Here is an example of how the spreadsheet would look. As&nbsp;Hermione Granger is in the&nbsp;last row, she will be added as the deals new contact person.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-15_at_16.30.20.png" alt="Screenshot_2020-07-15_at_16.30.20.png">
When mapping the import, make sure to map the Pipedrive System ID field for your deal.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Deal_ID.png" alt="Deal_ID.png">
In the detail view after you have run the import, your participants will appear in the deal detail view.&nbsp; Although&nbsp;Harry Potter was not in the spreadsheet, as he was the deals original contact person he will still be a deal participant after the import is complete.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-15_at_16.34.08.png" alt="Screenshot_2020-07-15_at_16.34.08.png">
You will also see Hermione Granger as the deal's contact person.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-07-15_at_16.41.29.png" alt="Screenshot_2020-07-15_at_16.41.29.png">
<div class="support-note primary">
Note:&nbsp;Participants can only be added in bulk when updating a deal. They can not be added if you are importing new deals.</div>

Importing followers and participants

In order for you to <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">import your data</a> to Pipedrive correctly, you will need to map your spreadsheet columns to fields in Pipedrive. This way you can make sure that your contact people, organizations, deals, activities, notes, products, or leads are all imported correctly with their relevant data.
<div class="support-sections">&nbsp;
Sections
<a href="#C1IamCs">1: Item icons</a>
<a href="#C2IamCs">2: Mapping your fields</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Item Icons</h2>
In order to import your data to Pipedrive correctly, you will need to map each field with the relevant icons for your items to import. Each item type is represented by an item icon when importing.
For example, all of your people-related fields have to be mapped to fields under the 'person' item icon in order for them to show up properly linked to your people contacts.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-16_at_11.36.29.png" alt="Screenshot_2020-09-16_at_11.36.29.png" width="498" height="53">
<ul>
<li>
Person type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.41.18.png" alt="Screenshot_2020-09-18_at_10.41.18.png" width="400" height="253"> 
</li>
<li>
Organization type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.42.36.png" alt="Screenshot_2020-09-18_at_10.42.36.png" width="400" height="253"> 
</li>
<li>
Deal type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.43.52.png" alt="Screenshot_2020-09-18_at_10.43.52.png" width="402" height="254"> 
</li>
<li>
Activity type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.48.35.png" alt="Screenshot_2020-09-18_at_10.48.35.png" width="400" height="253"> 
</li>
<li>
Note type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.49.26.png" alt="Screenshot_2020-09-18_at_10.49.26.png" width="400" height="271"> 
</li>
<li>
Product type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.50.18.png" alt="Screenshot_2020-09-18_at_10.50.18.png" width="399" height="256"> 
</li>
<li>
Lead type fields <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-18_at_10.51.03.png" alt="Screenshot_2020-09-18_at_10.51.03.png" width="400" height="272">
</li>
</ul>
 Click on the icons to select the correct type of fields when mapping.
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-09-16_at_14-30-19.gif" alt="Screen_Capture_on_2020-09-16_at_14-30-19.gif" width="501" height="352">

<hr>
<h2>
<a name="C2IamCs"></a>Mapping your fields</h2>
<div class="support-note primary">
Note: Not all of your fields will be mapped automatically, so will need to map some fields manually. It is always recommended to double-check your mapping before moving to the next step to prevent any incorrect mapping.&nbsp;</div>
 Once you have your spreadsheet set up and imported, you can then begin mapping your fields. Below you can see a sample from a spreadsheet.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-16_at_14.58.31.png" alt="Screenshot_2020-09-16_at_14.58.31.png" width="1058" height="204"> When mapping, select the icon of the field type you wish to map. Then click and drag that field to the left-hand side of the page, and match it to your&nbsp;Spreadsheet columns. You will see the data from the first row of your import, so you can check that spreadsheet is read correctly by Pipedrive.
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2021-01-07_at_16-30-52.gif" alt="Screen_Capture_on_2021-01-07_at_16-30-52.gif" width="1117" height="587">
You can find more information on advanced mapping, such as mapping multiple option fields <a href="https://support.pipedrive.com/hc/en/articles/360013450177" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013450177">in this article.</a>

Importing: Mapping your fields

When importing in Pipedrive, some fields can be trickier to map to your spreadsheet depending on how the fields are set up. Multiple option, address, and phone type fields all require an extra step in order for them to be mapped correctly. To understand our basic mapping functionality <a href="https://support.pipedrive.com/hc/en/articles/360013406278" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360013406278">read this article</a>, or for more general information on importing data to Pipedrive please <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">read this article</a>.
<div class="support-sections">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
Sections
<a href="#C1IamCs">1: Mapping multiple option fields</a>
<a href="#C2IamCs">2: Mapping addresses</a>
<a href="#C3IamCs">3: Mapping phone numbers</a>
</div>

<hr>
<h2>
<a name="C1IamCs"></a>Mapping multiple option fields</h2>
<div class="support-note primary">
Note: To map a multiple option field, you will first need to make sure the multiple option type custom field is already created in your Pipedrive account. You can learn more about custom fields in <a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">this article</a>.</div>
 In order to import a multiple option field, there is an extra step for you to map. When you have mapped the field itself ("Group Number" in the example below), click on it to expand and see the individual mapping of each field option from your spreadsheet.
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-09-16_at_16-08-31__1_.gif" alt="Screen_Capture_on_2020-09-16_at_16-08-31__1_.gif" width="1063" height="785">
Check to see if the options from your spreadsheet have been mapped correctly to the custom field options in Pipedrive. If they weren't mapped correctly,&nbsp; click and drag the correct options to their corresponding options from the spreadsheet.

<hr>
<h2>
<a name="C2IamCs"></a>Mapping addresses</h2>
There are two possible ways to include addresses in your spreadsheet when importing an organization's address field or an address type custom field. 
Address fields in separate columns
When creating your spreadsheet, you can add your address with the different address fields separated into different columns.&nbsp; <img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-24_at_11.33.13.png" alt="Screenshot_2020-09-24_at_11.33.13.png" width="977" height="208"> Then when mapping your fields, you can select the individual address fields from Pipedrive and match them with the fields in your spreadsheet.
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-09-24_at_11-38-23.gif" alt="Screen_Capture_on_2020-09-24_at_11-38-23.gif" width="936" height="785">
 Address in one field
Alternatively, you can add your address to one field, separating your items with a comma.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-24_at_11.53.01.png" alt="Screenshot_2020-09-24_at_11.53.01.png" width="400" height="174">
In this case, you can map the general&nbsp;Address&nbsp;field to your spreadsheet column.
<img src="https://kb-cms.pipedriveassets.com/Address_sp.png" alt="Address_sp.png" width="500" height="158">
Pipedrive will attempt to geolocate your addresses using <a href="https://developers.google.com/maps/documentation/geolocation/overview" target="_blank">Google's Geolocation API</a>. Please be aware that not all addresses will definitely be geolocated. You can learn more about how Google addresses should be formatted <a href="https://support.google.com/business/answer/3038177?hl=en" target="_blank">here</a>. When addresses are geolocated in Pipedrive they will appear in our&nbsp;<a href="https://support.pipedrive.com/hc/en/articles/360003981917--Show-on-Map-feature-" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360003981917">Show on Map</a>&nbsp;feature.

<hr>
<h2>
<a name="C3IamCs"></a> Mapping phone numbers</h2>
When importing your contact's phone number, you have the option to select the phone label you want to map to Pipedrive. If you have multiple phone numbers for a contact, you can map the Phone&nbsp;field multiple times.
For example, if you would like to import contacts with a personal mobile phone number as well as a work phone, you can do so by adding the numbers in separate columns.
<img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-01_at_10.36.36.png" alt="Screenshot_2020-10-01_at_10.36.36.png">
When mapping, you can click and drag the Phone&nbsp;field multiple times. Once it has been mapped, click on the&nbsp;pencil icon&nbsp;to assign a label to that phone number type. 
<img src="https://kb-cms.pipedriveassets.com/Screen_Capture_on_2020-10-01_at_10-43-53.gif" alt="Screen_Capture_on_2020-10-01_at_10-43-53.gif">
You can choose to label your phone numbers as Work, Home, Mobile, or Other.

Importing: Advanced mapping

Importing Data

Webinar: Advanced Plan

Webinar: Professional/Enterprise

<h2>Live Webinars&nbsp;</h2>
You can sign up for one of our Live Webinars below. All of our webinars feature an interactive Q&amp;A chatroom.&nbsp;
 <iframe src="https://app.livestorm.co/pipedrive/upcoming?limit=3" frameborder="0"></iframe>

<hr>
<h2>On-Demand Webinars&nbsp;</h2>
If there are no upcoming live events, we also have on-demand webinars in our <a href="https://www.pipedrive.com/en/academy" target="_blank">Pipedrive Academy</a> that you can access and watch at any time.&nbsp;
<ul>
<li>
Product Demos—&nbsp; Comprehensive demos for our Essential, Advanced, Professional/Essential plans and our Leadbooster add-on. You can watch them in this&nbsp;<a href="https://www.pipedrive.com/en/academy/courses/full-demos" target="_blank">Pipedrive Academy course. </a> 
</li>
<li>
Recorded Live Webinars— We also have recordings of our past live webinars. These webinars give a product walkthrough by our Product managers here at Pipedrive to provide the best ways to optimize your product usage. You can watch the product walkthroughs in <a href="https://www.pipedrive.com/en/academy/courses/product-walkthroughs" target="_blank">this Academy course. </a>
</li>
<li>
Sales and Marketing voices— We also host webinars with top sales and marketing professionals of various fields. You can watch them on-demand in <a href="https://www.pipedrive.com/en/academy/courses/sales-and-marketing-voices" target="_blank">this Academy course</a>.&nbsp;</li>
</ul>

Live & On-Demand Webinars

Webinar: Pipedrive Essential

Webinars are a great way for you to get to know Pipedrive better.

Webinars give an overview of a specific feature or set of features, and provide an opportunity for live Q&A. They're available in English in US, UK and EU timezones, and in Portuguese in Brazilian timezones.

Webinars

The displayed order of deals in your Pipeline View can’t be changed. Deals are ordered based on that deal's scheduled activity, with the most important information always being displayed at the top of the order.&nbsp; Deals are ordered as followed:
<ul>
<li>Deals with overdue activities (red activity icon)</li>
<li>Deals with activities due today (green activity icon)</li>
<li>Deals with no activities scheduled (yellow activity icon)</li>
<li>Deals with activities scheduled in the future (grey activity icon) &nbsp;</li>
</ul>
<img src="https://kb-cms.pipedriveassets.com/D98XJ5lWtuD4bglWK3kSRb2mwEF4WwzBdVVRUCemPE1mgLCMM-_01kf_EfddWIb-XFFpPHisrsJxIbutcZVeGm0WzvS1C8DzuzQCu39GOzudDLT7tj3C_NdyogJEJVsA-U6cz0YK.png" alt="D98XJ5lWtuD4bglWK3kSRb2mwEF4WwzBdVVRUCemPE1mgLCMM-_01kf_EfddWIb-XFFpPHisrsJxIbutcZVeGm0WzvS1C8DzuzQCu39GOzudDLT7tj3C_NdyogJEJVsA-U6cz0YK.png" width="599" height="267"> If you wish to view more customized information in Pipedrive, we suggest utilizing the&nbsp;List View&nbsp;of your Deals tab.

Can I change the order of my deals in the Pipeline View?

If you believe you should be able to view items owned by one of the other users in your Pipedrive account — but cannot see that information — we suggest checking the displayed filter in the Pipeline View, to verify that it should be showing that user's owned items. However, be aware that users may have their visibility restricted in the Pipedrive account, based on the <a href="https://support.pipedrive.com/hc/en/articles/207341695-Users-Permissions-Controlling-visibility" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207341695">vi</a><a href="https://support.pipedrive.com/hc/en/articles/360000309498-Visibility-Groups" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="360000309498">sibility groups</a> in Pipedrive, dictated by the Admin User of the account. If you have any questions regarding those visibility permissions, we suggest inquiring with the Admin User of your Pipedrive account.

Why can't I see my colleagues' deals in the Pipeline View?

To view another pipeline in the Pipedrive account, click on the pipeline dropdown and select the pipeline you wish you view.&nbsp; <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_3.32.26_PM.png" alt="Screen_Shot_2019-06-25_at_3.32.26_PM.png" width="600" height="329">

How can I see deals in a different pipeline?

<div class="support-note primary">
Note: By default, only Admin Users have the ability to delete deals in Pipedrive. Admin Users can provide the permission to allow for other users to delete deals by going to Settings &gt; Manage Users &gt; <a href="/settings/permissions">Permission sets</a>&nbsp;and enabling 'can delete deals' option for the intended permission set.</div>
 To delete a deal in the Pipeline View, click-and-hold on the deal you wish to delete, and drag it to the bottom of the screen. Drag and drop the deal to the DELETE button to delete the deal. <img src="https://kb-cms.pipedriveassets.com/deletedeal.gif" alt="deletedeal.gif" width="1237" height="845">

How can I delete a deal in the Pipeline View?

Pipedrive helps you close your deals through its activity-based pipeline functions. To help keep track of your activities, the Pipeline View of your Pipedrive app organizes your deals by the priority of that deal's next-scheduled activity. We organize your deals to show the deal that requires your immediate attention, depending on the activity you have scheduled for that deal.
<img src="https://kb-cms.pipedriveassets.com/D98XJ5lWtuD4bglWK3kSRb2mwEF4WwzBdVVRUCemPE1mgLCMM-_01kf_EfddWIb-XFFpPHisrsJxIbutcZVeGm0WzvS1C8DzuzQCu39GOzudDLT7tj3C_NdyogJEJVsA-U6cz0YK.png" alt="D98XJ5lWtuD4bglWK3kSRb2mwEF4WwzBdVVRUCemPE1mgLCMM-_01kf_EfddWIb-XFFpPHisrsJxIbutcZVeGm0WzvS1C8DzuzQCu39GOzudDLT7tj3C_NdyogJEJVsA-U6cz0YK.png" width="601" height="268"> Deals in the Pipeline View are displayed in the following order:
<ul>
<li>Deals with a red icon&nbsp;have an overdue activity. This activity should be marked as done (if already completed) so that you can schedule another activity and continue working to close that deal.&nbsp;</li>
<li>Deals with a green icon&nbsp;have an activity that is scheduled for later today, allowing you to see what deals will require your attention soon. You should make sure to do the necessary task, and mark it as done in Pipedrive when completed.</li>
<li>Deals with a yellow icon&nbsp;do not yet have an activity scheduled. We suggest scheduling an activity, so that you can effectively track the progress of your steps to closing the deal.</li>
<li>Deals with a grey icon&nbsp;have an activity scheduled for the future. Since the activity is scheduled for a time in the future, we do not draw your attention to it, allowing you to concentrate on other tasks. </li>
</ul>
 If there is more than one deal that falls under a certain activity status (e.g. two deals with no planned activities), the deals will be ordered by creation time.&nbsp;
<div class="support-note primary">
Note: Some Pipedrive users may prefer to label their deals as being 'High Priority' or 'Low Priority' by using a single-option custom field. To create a deal-specific custom field, we suggesting reading about our custom fields <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">here</a>.</div>

How are deals ordered in the Pipeline View?

Note:&nbsp;This action is only available to Admin Users.
<div class="support-sections">
Sections
<a href="#C1IamCs">1: Setting up the Rotting feature</a>
<a href="#C2IamCs">2: My deals are rotten! What do I do?</a>
<a href="#C3IamCs">3: I have a deal with an activity scheduled far in the future. Will the deal still go rotten?</a>
</div>
 Designed to keep you on your toes, the Rotting feature will allow you to be aware of deals that have been idle for a longer period of time. Once enabled and configured, your Pipeline View will visually notify you of any deals that have remained untouched for longer than the defined rotting period.
 The Rotting Feature&nbsp; 
<img class="vidyard-player-embed" src="https://play.vidyard.com/71KiXFiyHaWAVTBXzUKhm4.jpg" data-uuid="71KiXFiyHaWAVTBXzUKhm4" data-v="4" data-type="inline">
<div class="support-note primary">If you are just getting started with Pipedrive, you can check out our&nbsp;Never forget a follow-up&nbsp;<a href="https://www.pipedrive.com/en/academy/courses/never-forget-a-follow-up?ref=kb_article" target="_blank">Pipedrive Academy course</a>.</div>

<a name="C1IamCs"></a>Setting up the Rotting feature
To define rotting periods for your pipeline stages:
<ul>
<li>Go to the Pipeline View and hit the “pencil” icon. The Edit Pipeline Page opens.</li>
<li>Toggle the Rotting (in days) option to green on the desired stage.</li>
<li>Define the number of days of inactivity after which a deal in this stage is marked as rotten in the toggle below.&nbsp;</li>
<li>Click&nbsp;the save button in the upper right.</li>
</ul>
<a name="C2IamCs"></a> My deals are rotten! What do I do?
You'll know a deal has gone rotten by the red color on the deal tile in your Pipeline View.
If your deal is rotten, simply schedule a new activity for that deal to restore it. Editing any details of a rotten deal — custom fields, expected close date, value, etc. — will also restart the rotting cycle again. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2018-01-22_at_7.13.18_PM.png" alt="Screen_Shot_2018-01-22_at_7.13.18_PM.png" width="599" height="113">
<a name="C3IamCs"></a> I have a deal with an activity scheduled far in the future. Will the deal still go rotten?
As the Rotting feature does not look at the next activity date, any deal that has an activity scheduled for far in the future will still go rotten.
In this situation, we might suggest reconsidering what you consider to be stages and activities in your company Pipedrive account. If your stage's defined rotten period is set so that a scheduled activity could be farther away, the rotten period may be too short. Alternatively, you may consider marking the deal as LOST and reaching out to the customer again in the future.

The Rotting Feature

Pipedrive helps you keep track of your deal progress by providing you with information about your deals based on what pipeline stage they occupy in your Pipeline View. The pipeline stages are defined by an Admin User in the company Pipedrive account. To learn more about customizing your stages, click <a href="https://support.pipedrive.com/hc/en/articles/207365225-Customizing-your-pipeline-stages" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207365225">here</a>.&nbsp; <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-04-05_at_2.04.43_PM.png" alt="Screen_Shot_2019-04-05_at_2.04.43_PM.png" width="800" height="240"> The Pipeline View displays the deals owned by specific users. To filter for the deals owned by a specific user and understand their progress, click on the filter button — 'Everyone' in the above screenshot — and select a user. To better understand the state of the deals in your Pipeline View, we suggest using the Deal Rotting feature. To learn more, click <a href="https://support.pipedrive.com/hc/en/articles/206760949" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="206760949">here</a>.&nbsp;
<div class="support-note primary">
If you are just getting started with Pipedrive, you can check out our Organize your sales data&nbsp;<a href="https://www.pipedrive.com/en/academy/courses/organize-your-sales-data?ref=kb_article" target="_blank">Pipedrive Academy course</a>.</div>

Pipeline View

<div class="support-note primary">
Note: Only admin users can set up new pipelines. If you are not sure what stages you want to set up, we have <a href="https://support.pipedrive.com/hc/en/articles/207365225" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207365225">tips</a> on setting up stages for your company's pipelines. </div>
 To add a new pipeline to your Pipedrive account:
<ul>
<li>Go to the <a href="/pipeline">Pipeline View</a> and click on the Pipeline Drop Down. </li>
<li>Click + New Pipeline.</li>
<li>Provide a name for the new pipeline in the upper left.</li>
</ul>
 The pipeline is then added to your account; you can now start editing stages on the pipeline. Once the stages are to your specification, hit Save. <figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_1.18.29_PM.png" alt="Screen_Shot_2019-06-25_at_1.18.29_PM.png" width="599" height="183" data-image="35ug4pi41ud0"></figure>
<h2>When should I use multiple pipelines?</h2>
Using multiple pipelines can be quite useful in certain situations. For instance:
<ul>
<li>You may be a company that offers different kinds of products that may need their own proprietary stages during the closure of a deal.</li>
<li>Or you may have both a product as well as a service that you sell in your company. The service could easily have a longer pipeline.</li>
<li>You may also want to track delivery of the sold items after they're won. </li>
</ul>
It is not suggested for...
<ul>
<li>categorizing your deals by location or industry type (or anything else) if the stages are the same — we suggest using <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-fields" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207228075">custom fields</a> instead.</li>
<li>separating deals by salesperson — that is already done automatically by Pipedrive through the Owner field.</li>
</ul>
 In this way, you will have a chance to see the entire pipeline in one view, but you can also create filters to see any segment of the pipeline that you wish. It's not possible to get a combined view of all pipelines, even if the stage names are the same. Within the Pipedrive database, those pipelines and stages are still separated.

How can I have multiple pipelines?

<div class="support-note primary">
Note: This action is only available to Admin Users.</div>
 Pipedrive comes with a basic sales pipeline that outlines a simple but popular sales flow. As deals move through these stages, you're given a clear visual overview of where your leads are in the sales process. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_3.25.22_PM.png" alt="Screen_Shot_2019-06-25_at_3.25.22_PM.png" width="820" height="34"> These stages will suit most people quite well, but it doesn't mean you have to stick with them. In Pipedrive, you can customize how many stages are in your pipeline, as well as the titles of those stages; ergo, customizing your pipeline to fit your business model.
<div class="support-note primary">
Note: You can also set up multiple pipelines with their own unique sets of stages. To learn more about multiple pipelines, click <a href="https://support.pipedrive.com/hc/en/articles/207345085-Multiple-pipelines-why-you-should-or-should-not-use-them" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="207345085">here</a>. </div>
 Tips on how to come up with stages for your company
<ul>
<li>
Use the past indefinite tense To make sure everyone within your team understands all stages the same way, make sure you use past indefinite tense when creating new names. For example, use Meeting Agreed instead of just Meeting — otherwise it's difficult to understand when exactly you should drag the deal to that stage.</li>
</ul>
<ul>
<li>
Create stages that correspond to the customers' buying process Think from the customer's point of view - what would their buying process look like? What has to happen in order for them to buy from you? That is usually the best way to outline your own selling process.</li>
</ul>
<ul>
<li>
Revise your sales stages later ​Feel free to revise your sales stages every now and then. It might take weeks before someone feels entirely comfortable with a freshly described process. The main idea is to help yourself organize sales, not to make things more complicated. So, if some of the stages seem to be confusing then rename them, delete them or add new ones to be clear, what is happening inside your sales pipeline. </li>
</ul>
How to edit your pipeline stages
Go to the Pipeline View and click the "pencil" icon to the right of the pipeline name.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-19_at_4.39.59_PM.png" alt="Screen_Shot_2019-07-19_at_4.39.59_PM.png" width="500" height="306"> From here, you can edit any stage attributes, as well as add, delete, or reorder stages. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-07-19_at_4.44.22_PM.png" alt="Screen_Shot_2019-07-19_at_4.44.22_PM.png" width="601" height="363">
 If you have multiple pipelines, you can also reorder your pipelines here. To do so, click and drag the tab with the pipeline name and move it to the order that you'd prefer it to be in the list of pipelines.

How can I customize my pipeline stages?

<div class="support-note primary">
Note: This action is only available to Admin Users.</div>
 Probability in Pipedrive is the likelihood that a deal will be successfully closed, and that the deal's value will be added to your company's income.&nbsp; By programming probability for each stage in your pipeline, you can work with an understanding of how much income may be likely coming into your company, and allow you to budget effectively.&nbsp; By default, probability per stage is set to 100%. This allows you to always see the exact value programmed in each deal, and allows for the summary to provide the full total value of the deals in each stage.&nbsp; If you would like to set the probability for a stage in your pipeline...
<ul>
<li>Go to the&nbsp;Pipeline View&nbsp;and click on the pencil icon, or select&nbsp;Edit Pipeline&nbsp;from the pipeline drop down.&nbsp;</li>
<li>In the 'Probability' section of the stage, provide a number between 0 and 100.</li>
<li>Click Save.</li>
</ul>
 <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-10-08_at_1.55.42_PM.png" alt="Screen_Shot_2019-10-08_at_1.55.42_PM.png" width="971" height="659"> 
Note: As a deal progresses through the stages of your pipeline, the expectation is that it becomes more likely that the deal will be marked as WON. When programming the probability values for your stages, we suggest increasing the percentage in each progressive stage to reflect this. 
How does stage probability appear in Pipedrive?
When those probability percentages are programmed, the summary of the deals in specific stages is displayed as a percentage of the total value of the deals in that stage. As this information is important for understanding the percentage summary in your pipeline, we display this in several ways.
<ul>
<li>In the Pipeline View of your Deals tab:</li>
</ul>
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-04-05_at_2.17.26_PM.png" alt="Screen_Shot_2019-04-05_at_2.17.26_PM.png" width="970" height="393"> 
<ul>
<li>In the Forecast View of your Deals tab:</li>
</ul>
<img src="https://kb-cms.pipedriveassets.com/forecast.png" alt="forecast.png" width="970" height="359">

How can I set stage probability?

In Pipedrive, probability is the value that represents your confidence in winning a deal by that deal's expected close date. When programmed, Pipedrive automatically calculates the deal values based on the provided probability, making your sales volume predictions easier. For example, if probability is set at 75%, then 75% of the total deal value will be noted as projected revenue for your company.&nbsp; The deal probability value is represented by a set of scales.
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_12.54.43_PM.png" alt="Screen_Shot_2019-06-25_at_12.54.43_PM.png" width="1015" height="196"> Within Pipedrive, there are two forms of probability —&nbsp;stage probability and deal probability.
Stage probability...
<ul>
<li>allows you to program the likelihood of closing a deal, based on the stage of the pipeline it currently is in.&nbsp;</li>
<li>is broad and simple, allowing an immediate understanding of the expectations of your sales process at a moment's notice. 
</li>
</ul>
Deal probability...
<ul>
<li>allows you to program the likelihood of closing each specific deal, based your knowledge of the deal itself.</li>
<li>is incredibly customizable, providing the most specific insight into each deal as it is programmed. 
</li>
</ul>
By default, stage probability is set to 100% for each stage, unless otherwise adjusted. To adjust the probability for each of your stages, go to the&nbsp;Pipeline View and hit the "pencil" icon to bring up the&nbsp;Edit Pipeline page. Enter the probability value underneath the desired stage and click&nbsp;save.&nbsp; To learn how to adjust that value and program probability for your pipeline stages, click <a href="https://support.pipedrive.com/hc/en/articles/115005650549" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005650549">here</a>.&nbsp; When enabled and programmed, the deal probability value will be prioritized over the stage probability for the pipeline stage that the deal currently lives in. In this way, you may wish to be vigilant in updating the probability of specific deals. To learn how to enable — and program — deal probability for your pipeline stages, click <a href="https://support.pipedrive.com/hc/en/articles/115005650709" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="115005650709">here</a>. <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-06-25_at_12.57.42_PM.png" alt="Screen_Shot_2019-06-25_at_12.57.42_PM.png" width="1145" height="219"> Note: If you have programmed deal or stage probability within your Pipedrive account, the weighted values of those deals will appear in the Forecast View of your Deals tab, for the purposes of revenue projection.&nbsp; <img src="https://kb-cms.pipedriveassets.com/weighted_value.png" alt="weighted_value.png" width="1025" height="365">

Probability in Pipedrive

<div class="support-note primary">
Note: This action is only available to Admin Users.</div>
 Probability in Pipedrive is the likelihood that a deal will be successfully closed, and that the deal's value will be added to your company's income.&nbsp; By programming probability for each deal in your pipeline, you can customize probability based on your specific insight for each deal, and have the most detailed idea of how much income your company is likely to receive. To enable probability for the deals in your Pipedrive stages...
<ul>
<li>Go to the Pipeline view and click on the pencil icon, or select Edit Pipeline from the pipeline drop down.</li>
<li>Enable the 'Deal probability' flag above your pipeline stages.&nbsp;</li>
<li>Click Save.</li>
</ul>
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-10-08_at_1.55.49_PM.png" alt="Screen_Shot_2019-10-08_at_1.55.49_PM.png" width="601" height="406"> Once enabled, the deal probability field will appear in the Add deal modal, allowing you to program it at deal creation.
<img src="https://kb-cms.pipedriveassets.com/add_deal.png" alt="add_deal.png" width="600" height="357"> Deal probability can also be added (or edited) through the Import process. This can be done by mapping the Deal - Probability field to the appropriate column in your imported spreadsheet. To learn more about importing spreadsheets, click <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-Data-with-spreadsheets" target="_blank" data-type="zendeskArticle" data-language="en" data-zendesk-id="208039595">here</a>.&nbsp; Note: Programming&nbsp;probability for a specific deal will overwrite any probability set for the stage that the deal currently resides in.&nbsp; 
<h2>How does deal probability appear in Pipedrive?</h2>
When those probability percentages are programmed, the summary of the deals in specific stages is displayed as a percentage of the total value of the deals in that stage. As this information is important for understanding the percentage summary in your pipeline, we display this in several ways.
...In the Detail View of a deal that has a specific deal probability... <img src="https://kb-cms.pipedriveassets.com/edit_deal_probability_detail_view.png" alt="edit_deal_probability_detail_view.png" width="600" height="220"> ...In the Pipeline View of your Deals tab... <img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2019-04-05_at_2.17.26_PM.png" alt="Screen_Shot_2019-04-05_at_2.17.26_PM.png" width="600" height="243"> ...and in the List View of your Deals tab. <img src="https://kb-cms.pipedriveassets.com/list_view.png" alt="list_view.png" width="603" height="135">

How can I set deal probability?

<div class="support-note primary">
Note: This action is only available to Admin Users.</div>
 To add, edit, reorder, and remove stages within your pipelines, go to the&nbsp;<a href="/pipeline">Pipeline View</a>, and click the "pencil" icon to the right of the pipeline name. This will bring you to the&nbsp;Edit Pipeline page.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-29_at_1.39.56_PM.png" alt="Screen_Shot_2020-12-29_at_1.39.56_PM.png" width="400" height="274">
You will see the option to add a new stage to your pipeline by clicking on + New stage, or the + buttons between the existing stages.&nbsp;
<img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-12-29_at_1.45.44_PM.png" alt="Screen_Shot_2020-12-29_at_1.45.44_PM.png" width="600" height="385">

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